+151.2%
VXUS vs VEEV
+623.9%
-472.7%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -3.3% | +3.8% | +1.0% |
| 7D | +1.0% | -0.6% | +1.6% | +1.1% |
| 30D | +2.2% | +28.8% | -26.6% | -2.0% |
| 3M | +3.0% | +54.0% | -51.1% | -4.2% |
| 6M | +10.7% | +46.0% | -35.3% | +3.3% |
| YTD | +17.8% | +23.2% | -5.4% | +12.8% |
| 1Y | +27.6% | +1.9% | +25.7% | +25.7% |
| 3Y | +73.3% | +27.0% | +46.3% | +61.8% |
| 5Y | +54.3% | -13.4% | +67.7% | +49.4% |
| 10Y | +149.8% | +575.2% | -425.4% | +78.7% |
| All | +151.2% | +623.9% | -472.7% | +71.6% |
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