+108.3%
V vs VEEV
-4.9%
+113.2%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.3% | +1.6% | +1.4% |
| 7D | +0.9% | -0.7% | +1.6% | +1.1% |
| 30D | +9.0% | +1.4% | +7.6% | +8.6% |
| 3M | +16.7% | +19.4% | -2.6% | +12.3% |
| 6M | +33.4% | +93.6% | -60.2% | +15.6% |
| YTD | +22.4% | +35.1% | -12.7% | +13.7% |
| 1Y | +27.7% | +3.4% | +24.3% | +25.3% |
| 3Y | +78.0% | +81.4% | -3.4% | +50.5% |
| All | +108.3% | -4.9% | +113.2% | +102.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling