+123.0%
XRT vs VEEV
+556.2%
-433.2%
-47.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.5% | +0.8% | +1.3% |
| 7D | -3.2% | -4.6% | +1.4% | -2.1% |
| 30D | -4.5% | +8.6% | -13.1% | -6.9% |
| 3M | -3.1% | +62.4% | -65.5% | -15.0% |
| 6M | +4.2% | +40.3% | -36.0% | -5.8% |
| YTD | -0.1% | +17.5% | -17.6% | -5.8% |
| 1Y | -3.0% | -6.1% | +3.1% | -3.3% |
| 3Y | +41.8% | +16.7% | +25.1% | +30.1% |
| 5Y | -1.3% | -13.3% | +12.1% | -6.5% |
| All | +123.0% | +556.2% | -433.2% | +32.7% |
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