+16.7%
VEEV vs VIG
+55.8%
-39.1%
-50.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.7% | -0.2% | -0.1% |
| 7D | -4.6% | -1.1% | -3.5% | -3.7% |
| 30D | +8.6% | -2.7% | +11.4% | +11.4% |
| 3M | +62.4% | +2.5% | +59.9% | +59.0% |
| 6M | +40.3% | +9.2% | +31.0% | +29.6% |
| YTD | +17.5% | +9.8% | +7.7% | +8.1% |
| 1Y | -6.1% | +12.4% | -18.5% | -15.5% |
| 3Y | +16.7% | +55.9% | -39.2% | -29.6% |
| All | +16.7% | +55.8% | -39.1% | -29.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VIG.
Daily Out/Under-Performance
Portfolio return minus VIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIG 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 VIG 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