+655.7%
VEEV vs SPG
+113.9%
+541.8%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.3% | 0.0% | -0.3% |
| 7D | -0.7% | +2.0% | -2.7% | -1.0% |
| 30D | +1.4% | +17.2% | -15.8% | -0.7% |
| 3M | +19.4% | +6.3% | +13.0% | +18.3% |
| 6M | +93.6% | +18.7% | +74.9% | +89.1% |
| YTD | +35.1% | +30.1% | +5.0% | +30.1% |
| 1Y | +3.4% | +32.8% | -29.4% | -0.7% |
| 3Y | +81.4% | +133.6% | -52.2% | +61.5% |
| 5Y | -5.1% | +84.4% | -89.5% | -14.9% |
| All | +655.7% | +113.9% | +541.8% | +678.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SPG.
Daily Out/Under-Performance
Portfolio return minus SPG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPG 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 10y: compounded portfolio wealth divided by compounded SPG 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…
10y analysis · Full analysis span regression · 6 months rolling