+1.9%
VEEV vs IVZ
+56.4%
-54.6%
-50.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IVZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +1.1% | -4.4% | -3.4% |
| 7D | -0.6% | +0.6% | -1.2% | -0.7% |
| 30D | +28.8% | +4.0% | +24.8% | +28.1% |
| 3M | +54.0% | +18.2% | +35.8% | +49.4% |
| 6M | +46.0% | +32.8% | +13.1% | +37.1% |
| YTD | +23.2% | +28.7% | -5.5% | +18.1% |
| 1Y | +1.9% | +55.4% | -53.5% | -10.4% |
| All | +1.9% | +56.4% | -54.6% | -10.4% |
Cumulative growth
Daily Returns
Daily percentage return beside IVZ.
Daily Out/Under-Performance
Portfolio return minus IVZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IVZ 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 1y: compounded portfolio wealth divided by compounded IVZ 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…
1y analysis · Full analysis span regression · 6 months rolling