+329.7%
VTV vs VEEV
+586.3%
-256.6%
-36.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.5% | +1.2% | -0.1% |
| 7D | -0.7% | -7.1% | +6.4% | +0.3% |
| 30D | -0.5% | +11.1% | -11.6% | -2.1% |
| 3M | +5.3% | +55.5% | -50.2% | -1.3% |
| 6M | +12.9% | +33.4% | -20.5% | +7.7% |
| YTD | +18.5% | +16.8% | +1.6% | +14.9% |
| 1Y | +25.3% | -7.7% | +33.0% | +25.4% |
| 3Y | +68.2% | +18.4% | +49.8% | +60.1% |
| 5Y | +80.6% | -14.8% | +95.4% | +76.2% |
| 10Y | +232.9% | +546.5% | -313.6% | +143.5% |
| All | +329.7% | +586.3% | -256.6% | +202.1% |
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 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