+539.7%
VEEV vs SPG
+64.3%
+475.3%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.1% | 0.0% | +0.1% |
| 7D | -8.2% | -2.2% | -6.0% | -8.0% |
| 30D | +10.3% | -5.8% | +16.1% | +11.2% |
| 3M | +59.4% | -2.8% | +62.2% | +60.0% |
| 6M | +37.6% | +8.9% | +28.7% | +35.8% |
| YTD | +16.9% | +14.3% | +2.6% | +14.6% |
| 1Y | -5.0% | +19.5% | -24.4% | -7.4% |
| 3Y | +18.5% | +106.9% | -88.4% | +7.2% |
| 5Y | -13.8% | +108.7% | -122.5% | -22.3% |
| All | +539.7% | +64.3% | +475.3% | +604.6% |
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