+45.0%
AAPL vs VEEV
-5.2%
+50.2%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.5% | +1.2% | +1.7% |
| 7D | +3.8% | -4.6% | +8.5% | +4.2% |
| 30D | +9.9% | +8.6% | +1.3% | +9.0% |
| 3M | +12.5% | +62.4% | -49.9% | +7.8% |
| 6M | +27.6% | +40.3% | -12.6% | +22.4% |
| YTD | +22.6% | +17.5% | +5.0% | +17.4% |
| 1Y | +45.0% | -6.1% | +51.1% | +43.3% |
| All | +45.0% | -5.2% | +50.2% | +43.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling