+826.5%
VEEV vs TRU
+226.0%
+600.4%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.8% | -0.8% | -1.2% |
| 7D | -7.1% | -6.5% | -0.6% | -4.5% |
| 30D | +11.1% | -2.5% | +13.6% | +12.3% |
| 3M | +55.5% | +10.4% | +45.2% | +49.4% |
| 6M | +33.4% | +1.6% | +31.7% | +32.1% |
| YTD | +16.8% | -9.7% | +26.5% | +20.6% |
| 1Y | -7.7% | -17.3% | +9.5% | -2.3% |
| 3Y | +18.4% | -1.8% | +20.2% | +8.9% |
| 5Y | -14.8% | -36.2% | +21.4% | -5.8% |
| 10Y | +546.5% | +143.2% | +403.3% | +261.4% |
| All | +826.5% | +226.0% | +600.4% | +362.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling