+135.9%
XLU vs VEEV
+556.2%
-420.3%
-36.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.5% | -0.8% | -0.4% |
| 7D | -1.6% | -4.6% | +3.0% | -1.1% |
| 30D | -3.3% | +8.6% | -12.0% | -4.3% |
| 3M | -3.2% | +62.4% | -65.6% | -8.3% |
| 6M | -7.0% | +40.3% | -47.2% | -10.7% |
| YTD | +0.6% | +17.5% | -16.9% | -1.7% |
| 1Y | +2.4% | -6.1% | +8.5% | +2.6% |
| 3Y | +46.3% | +16.7% | +29.6% | +40.8% |
| 5Y | +44.0% | -13.3% | +57.3% | +41.4% |
| All | +135.9% | +556.2% | -420.3% | +90.1% |
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 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