+23.6%
VRT vs VEEV
+3.3%
+20.4%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -0.3% | -3.3% | -3.7% |
| 7D | +10.5% | -0.7% | +11.2% | +10.2% |
| 30D | -9.3% | +1.4% | -10.7% | -8.7% |
| 3M | -29.6% | +19.4% | -48.9% | -25.0% |
| 6M | -45.4% | +93.6% | -139.0% | -29.5% |
| YTD | +24.8% | +35.1% | -10.3% | +60.7% |
| 1Y | +23.6% | +3.4% | +20.2% | +72.0% |
| All | +23.6% | +3.3% | +20.4% | +72.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling