+13.4%
VEEV vs ROIV
+292.3%
-278.9%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.3% | -1.6% | -0.4% |
| 7D | +0.8% | +14.3% | -13.5% | -0.9% |
| 30D | +3.2% | +16.2% | -13.0% | +1.2% |
| 3M | +30.2% | +15.1% | +15.1% | +27.4% |
| 6M | +83.7% | +44.2% | +39.5% | +73.9% |
| YTD | +36.9% | +89.8% | -52.9% | +24.3% |
| 1Y | +3.3% | +94.6% | -91.3% | -6.6% |
| 3Y | +85.1% | +367.5% | -282.4% | +47.9% |
| 5Y | -2.6% | +421.4% | -424.0% | -31.5% |
| All | +13.4% | +292.3% | -278.9% | -11.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling