-13.8%
VEEV vs VO
+40.2%
-54.0%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.9% | +1.0% | +1.0% |
| 7D | -8.2% | -2.5% | -5.7% | -5.7% |
| 30D | +10.3% | -3.2% | +13.6% | +14.2% |
| 3M | +59.4% | +3.9% | +55.4% | +52.8% |
| 6M | +37.6% | +9.6% | +27.9% | +24.1% |
| YTD | +16.9% | +11.6% | +5.3% | +3.4% |
| 1Y | -5.0% | +12.6% | -17.6% | -16.9% |
| 3Y | +18.5% | +55.4% | -36.9% | -29.8% |
| 5Y | -13.8% | +41.8% | -55.7% | -41.0% |
| All | -13.8% | +40.2% | -54.0% | -41.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 VO 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