-12.2%
VEEV vs TRU
-35.6%
+23.4%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.0% | -0.4% | +0.2% |
| 7D | -4.6% | -2.7% | -1.9% | -3.6% |
| 30D | +8.6% | -2.0% | +10.7% | +9.5% |
| 3M | +62.4% | +18.4% | +44.0% | +52.8% |
| 6M | +40.3% | +8.9% | +31.4% | +35.7% |
| YTD | +17.5% | -8.9% | +26.5% | +20.4% |
| 1Y | -6.1% | -15.9% | +9.8% | -1.8% |
| 3Y | +16.7% | -1.1% | +17.8% | +10.4% |
| All | -12.2% | -35.6% | +23.4% | +3.2% |
Cumulative growth
Daily Returns
Daily percentage return beside TRU.
Daily Out/Under-Performance
Portfolio return minus TRU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRU 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 TRU 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