+355.1%
AEM vs VEEV
+556.2%
-201.1%
-54.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.5% | +1.3% | +1.8% |
| 7D | -2.1% | -4.6% | +2.5% | -1.6% |
| 30D | +8.4% | +8.6% | -0.2% | +7.2% |
| 3M | +27.3% | +62.4% | -35.1% | +19.8% |
| 6M | -9.7% | +40.3% | -49.9% | -13.7% |
| YTD | +19.0% | +17.5% | +1.4% | +16.0% |
| 1Y | +31.5% | -6.1% | +37.6% | +31.8% |
| 3Y | +338.7% | +16.7% | +322.0% | +320.6% |
| 5Y | +307.4% | -13.3% | +320.8% | +295.1% |
| All | +355.1% | +556.2% | -201.1% | +287.8% |
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