+1,951.9%
AAPL vs VEEV
+596.9%
+1,355.0%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -3.7% | +2.6% | -0.2% |
| 7D | -2.7% | -5.2% | +2.4% | -1.4% |
| 30D | +1.0% | +14.9% | -13.9% | -3.0% |
| 3M | +5.0% | +58.4% | -53.4% | -7.5% |
| 6M | +23.0% | +35.5% | -12.4% | +12.1% |
| YTD | +16.6% | +18.6% | -2.0% | +9.5% |
| 1Y | +33.4% | -6.3% | +39.8% | +32.8% |
| 3Y | +79.9% | +20.2% | +59.7% | +62.8% |
| 5Y | +109.0% | -13.8% | +122.8% | +100.0% |
| 10Y | +1,210.4% | +542.0% | +668.4% | +740.3% |
| All | +1,951.9% | +596.9% | +1,355.0% | +1,151.1% |
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 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