+124.8%
AAPL vs VEEV
-14.9%
+139.6%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +0.1% | +3.5% | +3.5% |
| 7D | -0.5% | -8.2% | +7.7% | +1.4% |
| 30D | +7.1% | +10.3% | -3.2% | +4.3% |
| 3M | +12.1% | +59.4% | -47.3% | 0.0% |
| 6M | +25.4% | +37.6% | -12.2% | +15.1% |
| YTD | +20.5% | +16.9% | +3.5% | +14.5% |
| 1Y | +44.5% | -5.0% | +49.5% | +44.3% |
| 3Y | +85.8% | +18.5% | +67.3% | +70.3% |
| 5Y | +124.8% | -13.8% | +138.6% | +112.1% |
| All | +124.8% | -14.9% | +139.6% | +112.1% |
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