+5.8%
VEEV vs VSH
+62.1%
-56.2%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -5.1% | +7.5% | +2.0% |
| 7D | -2.3% | -13.6% | +11.4% | -3.5% |
| 30D | +9.6% | -30.4% | +39.9% | +6.1% |
| 3M | +46.6% | -33.3% | +79.9% | +41.5% |
| 6M | +82.5% | -15.1% | +97.6% | +76.9% |
| YTD | +39.2% | +80.2% | -41.1% | +36.6% |
| 1Y | +5.8% | +63.4% | -57.5% | +3.3% |
| All | +5.8% | +62.1% | -56.2% | +3.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VSH.
Daily Out/Under-Performance
Portfolio return minus VSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSH 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 1y: compounded portfolio wealth divided by compounded VSH 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…
1y analysis · Full analysis span regression · 6 months rolling