+1,855.0%
VRT vs VEEV
+291.3%
+1,563.7%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.3% | -2.8% | -3.1% |
| 7D | -17.7% | +0.8% | -18.5% | -17.9% |
| 30D | -20.0% | +3.2% | -23.2% | -20.8% |
| 3M | -28.1% | +30.2% | -58.3% | -33.1% |
| 6M | -42.8% | +83.7% | -126.5% | -52.3% |
| YTD | +20.0% | +36.9% | -16.9% | +7.8% |
| 1Y | +3.5% | +3.3% | +0.2% | +1.8% |
| 3Y | +366.1% | +85.1% | +281.0% | +268.6% |
| 5Y | +632.2% | -2.6% | +634.8% | +555.1% |
| All | +1,855.0% | +291.3% | +1,563.7% | +1,491.6% |
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