-13.8%
VEEV vs ROIV
+316.9%
-330.7%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +18.8% | -22.5% | -6.0% |
| 7D | -5.2% | +20.2% | -25.3% | -7.5% |
| 30D | +14.9% | +14.1% | +0.8% | +12.8% |
| 3M | +58.4% | +45.6% | +12.8% | +50.4% |
| 6M | +35.5% | +44.1% | -8.7% | +28.5% |
| YTD | +18.6% | +91.2% | -72.5% | +8.1% |
| 1Y | -6.3% | +221.3% | -227.6% | -20.7% |
| 3Y | +20.2% | +229.2% | -209.0% | -0.1% |
| 5Y | -13.8% | +316.5% | -330.3% | -39.6% |
| All | -13.8% | +316.9% | -330.7% | -39.6% |
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