-51.4%
VG vs VEEV
+36.1%
-87.5%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -2.1% | +2.1% | +0.1% |
| 7D | -22.0% | -2.9% | -19.1% | -22.0% |
| 30D | -11.6% | +7.5% | -19.2% | -11.8% |
| 3M | -14.9% | +39.5% | -54.3% | -15.8% |
| 6M | -3.5% | +81.5% | -85.0% | -5.6% |
| YTD | +70.0% | +36.1% | +33.9% | +70.9% |
| 1Y | +50.0% | +4.3% | +45.7% | +53.2% |
| All | -51.4% | +36.1% | -87.5% | -45.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VEEV.
Daily Out/Under-Performance
Portfolio return minus VEEV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEEV 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 3y: compounded portfolio wealth divided by compounded VEEV 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…
3y analysis · Full analysis span regression · 6 months rolling