-2.6%
VEEV vs Z
-54.5%
+51.9%
-52.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | Z | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.7% | -1.9% | -0.8% |
| 7D | -1.9% | -13.1% | +11.2% | +2.2% |
| 30D | +3.0% | +5.9% | -2.8% | +0.2% |
| 3M | +28.8% | -13.7% | +42.5% | +33.1% |
| 6M | +91.3% | -27.1% | +118.4% | +107.6% |
| YTD | +36.5% | -56.8% | +93.3% | +72.7% |
| 1Y | +1.9% | -60.2% | +62.1% | +31.4% |
| 3Y | +84.6% | -19.7% | +104.3% | +73.6% |
| 5Y | -2.6% | -53.7% | +51.1% | +0.1% |
| All | -2.6% | -54.5% | +51.9% | +0.1% |
Cumulative growth
Daily Returns
Daily percentage return beside Z.
Daily Out/Under-Performance
Portfolio return minus Z return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × Z 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 Z 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