+906.2%
ADI vs VEEV
+596.9%
+309.3%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -3.7% | +4.0% | +1.2% |
| 7D | +2.4% | -5.2% | +7.6% | +3.8% |
| 30D | -6.6% | +14.9% | -21.5% | -10.4% |
| 3M | -9.8% | +58.4% | -68.2% | -21.4% |
| 6M | +15.7% | +35.5% | -19.8% | +4.2% |
| YTD | +35.1% | +18.6% | +16.5% | +26.0% |
| 1Y | +47.7% | -6.3% | +54.0% | +46.9% |
| 3Y | +114.5% | +20.2% | +94.2% | +93.3% |
| 5Y | +141.2% | -13.8% | +155.0% | +131.1% |
| 10Y | +611.3% | +542.0% | +69.3% | +319.6% |
| All | +906.2% | +596.9% | +309.3% | +447.5% |
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