+165.9%
AA vs VEEV
+623.9%
-458.0%
-90.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -3.3% | +1.2% | -1.3% |
| 7D | -0.7% | -0.6% | -0.1% | -0.6% |
| 30D | +5.0% | +28.8% | -23.9% | -1.6% |
| 3M | -35.8% | +54.0% | -89.9% | -42.7% |
| 6M | -18.4% | +46.0% | -64.3% | -26.8% |
| YTD | -5.5% | +23.2% | -28.7% | -11.9% |
| 1Y | +61.0% | +1.9% | +59.1% | +57.3% |
| 3Y | +66.2% | +27.0% | +39.2% | +50.6% |
| 5Y | +11.4% | -13.4% | +24.8% | +6.5% |
| 10Y | +116.9% | +575.2% | -458.4% | +20.8% |
| All | +165.9% | +623.9% | -458.0% | +34.0% |
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