+662.4%
VEEV vs SUI
+118.5%
+543.9%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.5% | -0.6% | -1.5% |
| 7D | -2.9% | +6.2% | -9.2% | -5.2% |
| 30D | +7.5% | +8.6% | -1.1% | +3.9% |
| 3M | +39.5% | +1.0% | +38.5% | +38.3% |
| 6M | +81.5% | -2.6% | +84.1% | +82.4% |
| YTD | +36.1% | -0.1% | +36.2% | +34.9% |
| 1Y | +4.3% | +0.5% | +3.8% | +3.1% |
| 3Y | +54.8% | +15.3% | +39.6% | +40.9% |
| 5Y | -4.7% | -26.1% | +21.4% | +3.5% |
| All | +662.4% | +118.5% | +543.9% | +446.2% |
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