+59.9%
VEA vs VEEV
-13.7%
+73.6%
-29.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.5% | +0.5% | +1.0% |
| 7D | -1.5% | -4.6% | +3.2% | -0.8% |
| 30D | -0.8% | +8.6% | -9.5% | -2.3% |
| 3M | +2.5% | +62.4% | -60.0% | -5.4% |
| 6M | +11.1% | +40.3% | -29.1% | +4.8% |
| YTD | +17.2% | +17.5% | -0.4% | +13.6% |
| 1Y | +24.5% | -6.1% | +30.6% | +25.5% |
| 3Y | +75.4% | +16.7% | +58.8% | +66.2% |
| All | +59.9% | -13.7% | +73.6% | +52.8% |
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