-4.8%
VEEV vs URA
+28.3%
-33.1%
-52.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -3.8% | +3.0% | 0.0% |
| 7D | -2.5% | +4.5% | -6.9% | -3.4% |
| 30D | +0.3% | -13.4% | +13.7% | +3.0% |
| 3M | +25.2% | -28.4% | +53.6% | +33.3% |
| 6M | +89.7% | -40.5% | +130.2% | +109.1% |
| YTD | +35.5% | -24.3% | +59.7% | +37.0% |
| 1Y | +1.8% | -28.8% | +30.7% | +4.5% |
| 3Y | +83.2% | +37.6% | +45.6% | +40.7% |
| 5Y | -4.8% | +30.7% | -35.5% | -32.8% |
| All | -4.8% | +28.3% | -33.1% | -32.8% |
Cumulative growth
Daily Returns
Daily percentage return beside URA.
Daily Out/Under-Performance
Portfolio return minus URA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URA 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 URA 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