-14.8%
VEEV vs ED
+66.4%
-81.2%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ED | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.7% | -0.8% | -1.5% |
| 7D | -7.1% | -0.2% | -6.9% | -7.1% |
| 30D | +11.1% | +1.9% | +9.2% | +11.0% |
| 3M | +55.5% | +1.9% | +53.7% | +55.5% |
| 6M | +33.4% | -2.3% | +35.6% | +33.5% |
| YTD | +16.8% | +10.9% | +5.9% | +15.7% |
| 1Y | -7.7% | +14.5% | -22.3% | -9.0% |
| 3Y | +18.4% | +33.4% | -15.0% | +13.9% |
| 5Y | -14.8% | +67.3% | -82.1% | -16.3% |
| All | -14.8% | +66.4% | -81.2% | -16.3% |
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