+573.1%
VRT vs VEEV
+18.2%
+554.9%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.6% | -1.5% | -8.1% | -9.5% |
| 7D | +2.4% | -7.1% | +9.5% | +2.8% |
| 30D | -2.7% | +11.1% | -13.8% | -3.3% |
| 3M | -9.2% | +55.5% | -64.7% | -12.1% |
| 6M | -0.5% | +33.4% | -33.9% | -0.9% |
| YTD | +62.3% | +16.8% | +45.5% | +67.0% |
| 1Y | +109.6% | -7.7% | +117.3% | +130.8% |
| All | +573.1% | +18.2% | +554.9% | +604.5% |
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