+84.5%
VTR vs VEEV
-13.7%
+98.3%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.5% | -1.0% | -0.6% |
| 7D | -0.3% | -4.6% | +4.3% | +0.2% |
| 30D | +1.1% | +8.6% | -7.5% | 0.0% |
| 3M | +7.9% | +62.4% | -54.5% | +2.0% |
| 6M | +6.2% | +40.3% | -34.1% | +1.8% |
| YTD | +17.7% | +17.5% | +0.2% | +15.2% |
| 1Y | +32.9% | -6.1% | +39.0% | +33.8% |
| 3Y | +129.7% | +16.7% | +113.0% | +119.5% |
| All | +84.5% | -13.7% | +98.3% | +73.1% |
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