-35.2%
AAL vs VEEV
-4.9%
-30.3%
-55.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.3% | -0.8% | -1.0% |
| 7D | -0.1% | -0.7% | +0.6% | +0.2% |
| 30D | +11.7% | +1.4% | +10.3% | +11.2% |
| 3M | -12.5% | +19.4% | -31.9% | -17.9% |
| 6M | +3.6% | +93.6% | -90.0% | -18.0% |
| YTD | -14.1% | +35.1% | -49.2% | -23.5% |
| 1Y | +0.8% | +3.4% | -2.6% | -1.6% |
| 3Y | +11.8% | +81.4% | -69.6% | -15.0% |
| All | -35.2% | -4.9% | -30.3% | -39.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling