-6.3%
VEEV vs ROIV
+221.6%
-227.9%
-50.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +18.8% | -22.5% | -4.0% |
| 7D | -5.2% | +20.2% | -25.3% | -5.4% |
| 30D | +14.9% | +14.1% | +0.8% | +14.9% |
| 3M | +58.4% | +45.6% | +12.8% | +56.2% |
| 6M | +35.5% | +44.1% | -8.7% | +33.6% |
| YTD | +18.6% | +91.2% | -72.5% | +14.9% |
| All | -6.3% | +221.6% | -227.9% | -10.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ROIV.
Daily Out/Under-Performance
Portfolio return minus ROIV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROIV 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 ROIV 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