+601.8%
VEEV vs SPXU
-99.9%
+701.7%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +1.4% | -2.9% | -1.0% |
| 7D | -7.1% | +1.3% | -8.4% | -6.6% |
| 30D | +11.1% | +5.1% | +6.0% | +13.4% |
| 3M | +55.5% | -9.1% | +64.7% | +51.3% |
| 6M | +33.4% | -29.6% | +62.9% | +19.5% |
| YTD | +16.8% | -27.7% | +44.5% | +6.4% |
| 1Y | -7.7% | -37.0% | +29.2% | -19.5% |
| 3Y | +18.4% | -80.2% | +98.5% | -25.6% |
| 5Y | -14.8% | -86.0% | +71.2% | -43.4% |
| 10Y | +546.5% | -99.5% | +646.0% | +73.7% |
| All | +601.8% | -99.9% | +701.7% | +16.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling