+75.0%
VTI vs VEEV
-13.7%
+88.8%
-25.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.5% | +0.3% | +0.7% |
| 7D | -0.9% | -4.6% | +3.7% | 0.0% |
| 30D | -1.4% | +8.6% | -10.1% | -3.4% |
| 3M | +3.6% | +62.4% | -58.8% | -7.1% |
| 6M | +13.6% | +40.3% | -26.6% | +4.7% |
| YTD | +12.9% | +17.5% | -4.6% | +8.0% |
| 1Y | +17.2% | -6.1% | +23.3% | +17.9% |
| 3Y | +75.7% | +16.7% | +59.0% | +63.5% |
| All | +75.0% | -13.7% | +88.8% | +69.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling