+16.0%
VEEV vs VEU
+72.0%
-55.9%
-50.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.3% | +1.3% | +0.6% |
| 7D | -8.2% | -1.9% | -6.3% | -7.5% |
| 30D | +10.3% | -0.7% | +11.0% | +10.6% |
| 3M | +59.4% | +4.9% | +54.5% | +55.2% |
| 6M | +37.6% | +9.8% | +27.7% | +30.0% |
| YTD | +16.9% | +15.3% | +1.6% | +6.2% |
| 1Y | -5.0% | +23.0% | -28.0% | -17.5% |
| All | +16.0% | +72.0% | -55.9% | -24.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU 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 3y: compounded portfolio wealth divided by compounded VEU 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…
3y analysis · Full analysis span regression · 6 months rolling