+542.0%
VEEV vs SUI
+104.3%
+437.7%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -1.5% | -2.2% | -3.1% |
| 7D | -5.2% | -3.1% | -2.0% | -4.0% |
| 30D | +14.9% | -2.3% | +17.2% | +15.8% |
| 3M | +58.4% | -2.8% | +61.2% | +60.0% |
| 6M | +35.5% | -12.4% | +47.8% | +42.0% |
| YTD | +18.6% | -3.3% | +21.9% | +19.4% |
| 1Y | -6.3% | -5.8% | -0.5% | -4.9% |
| 3Y | +20.2% | +12.5% | +7.7% | +10.3% |
| 5Y | -13.8% | -32.9% | +19.0% | -2.8% |
| 10Y | +542.0% | +104.4% | +437.6% | +379.2% |
| All | +542.0% | +104.3% | +437.7% | +379.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 SUI 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