-12.2%
VEEV vs VNQ
+7.0%
-19.3%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.7% | -0.2% | 0.0% |
| 7D | -4.6% | -1.3% | -3.3% | -3.7% |
| 30D | +8.6% | -2.6% | +11.2% | +10.6% |
| 3M | +62.4% | -2.0% | +64.4% | +64.9% |
| 6M | +40.3% | +4.3% | +35.9% | +35.5% |
| YTD | +17.5% | +9.2% | +8.3% | +9.6% |
| 1Y | -6.1% | +5.6% | -11.7% | -10.4% |
| 3Y | +16.7% | +30.8% | -14.2% | -8.3% |
| All | -12.2% | +7.0% | -19.3% | -16.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VNQ.
Daily Out/Under-Performance
Portfolio return minus VNQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VNQ 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 VNQ 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