+66.8%
AA vs VEEV
+80.8%
-14.0%
-54.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.3% | -1.5% | -1.7% |
| 7D | +0.5% | -0.7% | +1.2% | +0.6% |
| 30D | -0.6% | +1.4% | -2.0% | -0.9% |
| 3M | -19.7% | +19.4% | -39.0% | -22.3% |
| 6M | -41.6% | +93.6% | -135.2% | -48.9% |
| YTD | -24.6% | +35.1% | -59.7% | -28.2% |
| 1Y | +4.9% | +3.4% | +1.5% | +8.5% |
| 3Y | +66.8% | +81.4% | -14.5% | +9.3% |
| All | +66.8% | +80.8% | -14.0% | +9.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling