+543.1%
VEEV vs SPXU
-99.6%
+642.7%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -2.4% | +3.0% | -0.3% |
| 7D | -4.6% | +2.5% | -7.1% | -3.7% |
| 30D | +8.6% | +4.2% | +4.5% | +10.5% |
| 3M | +62.4% | -9.3% | +71.7% | +57.9% |
| 6M | +40.3% | -30.7% | +71.0% | +25.2% |
| YTD | +17.5% | -28.1% | +45.7% | +7.0% |
| 1Y | -6.1% | -35.2% | +29.1% | -17.1% |
| 3Y | +16.7% | -79.9% | +96.6% | -25.9% |
| 5Y | -13.3% | -86.4% | +73.0% | -42.6% |
| All | +543.1% | -99.6% | +642.7% | +56.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 SPXU 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