+418.8%
VTI vs VEEV
+586.3%
-167.5%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.5% | +1.0% | -0.2% |
| 7D | -0.4% | -7.1% | +6.7% | +1.1% |
| 30D | -1.6% | +11.1% | -12.7% | -4.0% |
| 3M | +3.6% | +55.5% | -52.0% | -5.9% |
| 6M | +13.0% | +33.4% | -20.3% | +5.4% |
| YTD | +12.7% | +16.8% | -4.1% | +7.7% |
| 1Y | +18.4% | -7.7% | +26.1% | +18.5% |
| 3Y | +76.4% | +18.4% | +58.1% | +64.2% |
| 5Y | +73.7% | -14.8% | +88.5% | +67.8% |
| 10Y | +302.5% | +546.5% | -244.0% | +175.8% |
| All | +418.8% | +586.3% | -167.5% | +238.7% |
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