+539.7%
VEEV vs ED
+109.0%
+430.6%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ED | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.7% | +0.8% | +0.2% |
| 7D | -8.2% | -1.9% | -6.4% | -7.9% |
| 30D | +10.3% | +0.1% | +10.2% | +10.2% |
| 3M | +59.4% | 0.0% | +59.4% | +59.3% |
| 6M | +37.6% | -2.5% | +40.1% | +37.9% |
| YTD | +16.9% | +10.1% | +6.8% | +14.2% |
| 1Y | -5.0% | +13.6% | -18.5% | -7.9% |
| 3Y | +18.5% | +32.4% | -14.0% | +9.9% |
| 5Y | -13.8% | +69.9% | -83.7% | -25.5% |
| All | +539.7% | +109.0% | +430.6% | +442.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ED.
Daily Out/Under-Performance
Portfolio return minus ED return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ED 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 ED 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