+651.5%
ADI vs VEEV
+556.2%
+95.3%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +0.5% | +4.3% | +4.7% |
| 7D | +4.6% | -4.6% | +9.2% | +6.0% |
| 30D | -1.2% | +8.6% | -9.8% | -4.2% |
| 3M | -7.8% | +62.4% | -70.2% | -21.9% |
| 6M | +19.3% | +40.3% | -20.9% | +4.7% |
| YTD | +40.9% | +17.5% | +23.4% | +30.6% |
| 1Y | +54.5% | -6.1% | +60.6% | +54.0% |
| 3Y | +123.4% | +16.7% | +106.8% | +99.8% |
| 5Y | +142.3% | -13.3% | +155.7% | +131.5% |
| All | +651.5% | +556.2% | +95.3% | +267.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling