+2.1%
VEEV vs ROIV
+232.7%
-230.6%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +1.5% | -4.8% | -3.5% |
| 7D | -0.6% | +0.6% | -1.2% | -0.7% |
| 30D | +28.8% | +1.0% | +27.9% | +28.7% |
| 3M | +54.0% | +18.3% | +35.7% | +50.4% |
| 6M | +46.0% | +18.3% | +27.6% | +42.2% |
| YTD | +23.2% | +61.0% | -37.7% | +14.8% |
| 1Y | +1.9% | +177.9% | -176.0% | -12.2% |
| 3Y | +27.0% | +199.1% | -172.0% | +6.7% |
| 5Y | -13.4% | +250.7% | -264.1% | -33.8% |
| All | +2.1% | +232.7% | -230.6% | -18.3% |
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