+940.9%
AEM vs VEEV
+596.9%
+343.9%
-54.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -3.7% | +2.3% | -1.0% |
| 7D | +4.3% | -5.2% | +9.5% | +4.9% |
| 30D | +13.1% | +14.9% | -1.8% | +11.5% |
| 3M | +24.8% | +58.4% | -33.6% | +18.9% |
| 6M | -8.2% | +35.5% | -43.7% | -11.4% |
| YTD | +19.8% | +18.6% | +1.2% | +17.2% |
| 1Y | +32.1% | -6.3% | +38.4% | +32.2% |
| 3Y | +348.2% | +20.2% | +328.0% | +331.6% |
| 5Y | +297.5% | -13.8% | +311.3% | +287.3% |
| 10Y | +343.3% | +542.0% | -198.7% | +278.4% |
| All | +940.9% | +596.9% | +343.9% | +797.5% |
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