-13.8%
VEEV vs SPXU
-85.5%
+71.7%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.8% | -1.8% | +0.7% |
| 7D | -8.2% | +6.4% | -14.6% | -6.2% |
| 30D | +10.3% | +5.9% | +4.4% | +12.8% |
| 3M | +59.4% | -11.7% | +71.0% | +53.7% |
| 6M | +37.6% | -28.7% | +66.3% | +24.4% |
| YTD | +16.9% | -26.4% | +43.3% | +7.6% |
| 1Y | -5.0% | -35.2% | +30.3% | -15.8% |
| 3Y | +18.5% | -79.8% | +98.3% | -25.7% |
| 5Y | -13.8% | -86.1% | +72.2% | -42.2% |
| All | -13.8% | -85.5% | +71.7% | -42.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling