-5.2%
VEEV vs VT
+53.4%
-58.6%
-52.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +0.2% | -2.3% | -2.3% |
| 7D | -2.9% | -2.3% | -0.6% | -0.8% |
| 30D | +7.5% | -5.0% | +12.5% | +13.0% |
| 3M | +39.5% | -4.9% | +44.3% | +46.4% |
| 6M | +81.5% | -1.5% | +83.0% | +82.5% |
| YTD | +36.1% | +8.5% | +27.6% | +22.1% |
| 1Y | +4.3% | +11.4% | -7.1% | -9.3% |
| 3Y | +54.8% | +70.1% | -15.2% | -22.3% |
| All | -5.2% | +53.4% | -58.6% | -43.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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