-13.8%
VEEV vs LII
+25.8%
-39.6%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -1.4% | -2.4% | -3.3% |
| 7D | -5.2% | +2.1% | -7.3% | -5.8% |
| 30D | +14.9% | -12.4% | +27.3% | +19.4% |
| 3M | +58.4% | -24.8% | +83.2% | +69.2% |
| 6M | +35.5% | -25.2% | +60.6% | +43.3% |
| YTD | +18.6% | -20.3% | +38.9% | +21.4% |
| 1Y | -6.3% | -32.9% | +26.6% | +2.6% |
| 3Y | +20.2% | +2.0% | +18.2% | -0.7% |
| 5Y | -13.8% | +24.4% | -38.3% | -45.0% |
| All | -13.8% | +25.8% | -39.6% | -45.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling