+164.5%
VEA vs VEEV
+586.3%
-421.8%
-35.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.5% | +0.7% | -0.6% |
| 7D | +0.3% | -7.1% | +7.4% | +1.4% |
| 30D | +0.4% | +11.1% | -10.7% | -1.4% |
| 3M | +4.8% | +55.5% | -50.7% | -2.6% |
| 6M | +11.3% | +33.4% | -22.1% | +5.5% |
| YTD | +17.4% | +16.8% | +0.6% | +13.4% |
| 1Y | +26.2% | -7.7% | +33.9% | +26.3% |
| 3Y | +77.7% | +18.4% | +59.4% | +68.0% |
| 5Y | +60.9% | -14.8% | +75.7% | +56.1% |
| 10Y | +163.6% | +546.5% | -382.9% | +90.9% |
| All | +164.5% | +586.3% | -421.8% | +83.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling