+31.5%
AEM vs VEEV
-5.2%
+36.7%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.5% | +1.3% | +1.9% |
| 7D | -2.1% | -4.6% | +2.5% | -2.0% |
| 30D | +8.4% | +8.6% | -0.2% | +8.4% |
| 3M | +27.3% | +62.4% | -35.1% | +27.9% |
| 6M | -9.7% | +40.3% | -49.9% | -7.9% |
| YTD | +19.0% | +17.5% | +1.4% | +23.8% |
| 1Y | +31.5% | -6.1% | +37.6% | +39.2% |
| All | +31.5% | -5.2% | +36.7% | +39.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling