+131.1%
ADI vs VEEV
-14.9%
+145.9%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.1% | -1.1% | -1.1% |
| 7D | +1.3% | -8.2% | +9.6% | +3.3% |
| 30D | -6.0% | +10.3% | -16.3% | -8.6% |
| 3M | -7.7% | +59.4% | -67.1% | -19.0% |
| 6M | +14.0% | +37.6% | -23.6% | +3.5% |
| YTD | +34.4% | +16.9% | +17.5% | +28.1% |
| 1Y | +48.0% | -5.0% | +52.9% | +50.2% |
| 3Y | +113.3% | +18.5% | +94.8% | +94.5% |
| 5Y | +131.1% | -13.8% | +144.9% | +136.1% |
| All | +131.1% | -14.9% | +145.9% | +136.1% |
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