+543.1%
VEEV vs UUUU
+465.5%
+77.6%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -5.0% | +5.5% | +1.1% |
| 7D | -4.6% | -10.5% | +5.9% | -3.5% |
| 30D | +8.6% | -10.5% | +19.2% | +9.7% |
| 3M | +62.4% | -14.1% | +76.6% | +64.0% |
| 6M | +40.3% | -35.5% | +75.7% | +44.3% |
| YTD | +17.5% | -10.9% | +28.5% | +14.4% |
| 1Y | -6.1% | +3.4% | -9.5% | -12.2% |
| 3Y | +16.7% | +73.1% | -56.5% | -3.4% |
| 5Y | -13.3% | +87.1% | -100.5% | -31.8% |
| All | +543.1% | +465.5% | +77.6% | +299.3% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 UUUU 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