+72.6%
VZ vs VEEV
+656.9%
-584.2%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.3% | -0.1% | -0.4% |
| 7D | +1.5% | -0.7% | +2.2% | +1.5% |
| 30D | +4.4% | +1.4% | +3.0% | +4.3% |
| 3M | -2.4% | +19.4% | -21.7% | -3.1% |
| 6M | +1.4% | +93.6% | -92.2% | -1.3% |
| YTD | +21.4% | +35.1% | -13.7% | +19.7% |
| 1Y | +20.3% | +3.4% | +16.9% | +20.1% |
| 3Y | +57.4% | +81.4% | -24.0% | +52.0% |
| 5Y | +21.9% | -5.1% | +27.0% | +20.9% |
| All | +72.6% | +656.9% | -584.2% | +50.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling