+543.1%
VEEV vs ITOT
+303.4%
+239.7%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.8% | -0.3% | -0.3% |
| 7D | -4.6% | -0.9% | -3.7% | -3.7% |
| 30D | +8.6% | -1.5% | +10.1% | +10.4% |
| 3M | +62.4% | +3.6% | +58.9% | +56.4% |
| 6M | +40.3% | +13.7% | +26.6% | +22.0% |
| YTD | +17.5% | +12.9% | +4.6% | +3.1% |
| 1Y | -6.1% | +17.2% | -23.3% | -21.0% |
| 3Y | +16.7% | +75.6% | -59.0% | -37.8% |
| 5Y | -13.3% | +75.5% | -88.8% | -53.0% |
| All | +543.1% | +303.4% | +239.7% | +22.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ITOT.
Daily Out/Under-Performance
Portfolio return minus ITOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ITOT 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 ITOT 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