+374.9%
V vs VEEV
+552.6%
-177.7%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.1% | -0.1% | -0.1% |
| 7D | -3.0% | -8.2% | +5.2% | -0.9% |
| 30D | +1.2% | +10.3% | -9.1% | -1.8% |
| 3M | +13.9% | +59.4% | -45.5% | +0.1% |
| 6M | +17.2% | +37.6% | -20.3% | +6.4% |
| YTD | +5.3% | +16.9% | -11.6% | -0.5% |
| 1Y | +9.5% | -5.0% | +14.4% | +8.7% |
| 3Y | +51.9% | +18.5% | +33.5% | +38.0% |
| 5Y | +69.6% | -13.8% | +83.4% | +63.3% |
| All | +374.9% | +552.6% | -177.7% | +146.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VEEV.
Daily Out/Under-Performance
Portfolio return minus VEEV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEEV return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded VEEV wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling