+4.1%
VCIT vs VEEV
-4.9%
+9.0%
-19.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.3% | +0.1% | -0.2% |
| 7D | -1.4% | -0.7% | -0.7% | -1.4% |
| 30D | +0.6% | +1.4% | -0.8% | +0.5% |
| 3M | -2.2% | +19.4% | -21.6% | -3.0% |
| 6M | -2.3% | +93.6% | -95.9% | -5.3% |
| YTD | -2.2% | +35.1% | -37.3% | -3.7% |
| 1Y | -1.4% | +3.4% | -4.7% | -1.6% |
| 3Y | +18.7% | +81.4% | -62.6% | +14.2% |
| All | +4.1% | -4.9% | +9.0% | 0.0% |
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