+1,228.2%
VGT vs VEEV
+586.3%
+641.9%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.5% | +1.4% | +0.3% |
| 7D | +1.5% | -7.1% | +8.6% | +3.6% |
| 30D | +0.5% | +11.1% | -10.6% | -2.9% |
| 3M | +5.3% | +55.5% | -50.3% | -8.4% |
| 6M | +32.4% | +33.4% | -0.9% | +19.7% |
| YTD | +28.6% | +16.8% | +11.8% | +20.4% |
| 1Y | +37.6% | -7.7% | +45.4% | +37.8% |
| 3Y | +125.5% | +18.4% | +107.1% | +103.8% |
| 5Y | +135.2% | -14.8% | +150.0% | +126.3% |
| 10Y | +812.9% | +546.5% | +266.4% | +461.2% |
| All | +1,228.2% | +586.3% | +641.9% | +666.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling