-4.3%
VEEV vs ROIV
+433.0%
-437.3%
-52.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +4.6% | -3.7% | +0.3% |
| 7D | -0.2% | +13.3% | -13.5% | -1.9% |
| 30D | +3.5% | +14.8% | -11.3% | +1.5% |
| 3M | +32.9% | +11.9% | +21.0% | +30.4% |
| 6M | +84.2% | +42.4% | +41.8% | +74.0% |
| YTD | +37.3% | +87.4% | -50.2% | +24.0% |
| 1Y | +3.9% | +97.2% | -93.3% | -7.0% |
| 3Y | +83.9% | +375.7% | -291.8% | +44.0% |
| 5Y | -4.3% | +379.0% | -383.3% | -36.5% |
| All | -4.3% | +433.0% | -437.3% | -36.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling