+640.3%
VEEV vs SPG
+163.5%
+476.8%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -1.0% | -2.3% | -3.1% |
| 7D | -0.6% | -2.4% | +1.8% | -0.2% |
| 30D | +28.8% | -6.8% | +35.7% | +30.2% |
| 3M | +54.0% | +2.7% | +51.4% | +53.4% |
| 6M | +46.0% | +5.5% | +40.5% | +44.6% |
| YTD | +23.2% | +15.7% | +7.5% | +20.3% |
| 1Y | +1.9% | +20.9% | -19.0% | -1.3% |
| 3Y | +27.0% | +112.4% | -85.4% | +12.9% |
| 5Y | -13.4% | +101.4% | -114.7% | -22.9% |
| 10Y | +575.2% | +60.6% | +514.6% | +631.9% |
| All | +640.3% | +163.5% | +476.8% | +476.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling