-7.7%
VEEV vs LII
-33.3%
+25.6%
-50.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -2.4% | +0.9% | -1.7% |
| 7D | -7.1% | +0.5% | -7.6% | -7.1% |
| 30D | +11.1% | -11.2% | +22.3% | +10.3% |
| 3M | +55.5% | -28.8% | +84.3% | +52.1% |
| 6M | +33.4% | -26.9% | +60.3% | +31.2% |
| YTD | +16.8% | -22.2% | +39.0% | +14.0% |
| 1Y | -7.7% | -32.0% | +24.2% | -6.6% |
| All | -7.7% | -33.3% | +25.6% | -6.6% |
Cumulative growth
Daily Returns
Daily percentage return beside LII.
Daily Out/Under-Performance
Portfolio return minus LII return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LII 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 LII 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