-4.4%
VEEV vs ED
+85.1%
-89.5%
-52.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ED | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.4% | -1.7% | -0.3% |
| 7D | -0.7% | +2.1% | -2.8% | -0.8% |
| 30D | +1.4% | +10.4% | -9.0% | +1.1% |
| 3M | +19.4% | +12.5% | +6.8% | +19.0% |
| 6M | +93.6% | +14.9% | +78.7% | +93.0% |
| YTD | +35.1% | +24.8% | +10.2% | +33.2% |
| 1Y | +3.4% | +23.8% | -20.5% | +2.0% |
| 3Y | +81.4% | +51.6% | +29.7% | +73.2% |
| All | -4.4% | +85.1% | -89.5% | -9.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling