+170.5%
AEP vs VEEV
+556.2%
-385.7%
-32.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.5% | -0.7% | -0.1% |
| 7D | -0.9% | -4.6% | +3.7% | -0.6% |
| 30D | -1.1% | +8.6% | -9.7% | -1.7% |
| 3M | -3.3% | +62.4% | -65.7% | -6.5% |
| 6M | -4.6% | +40.3% | -44.9% | -7.1% |
| YTD | +9.4% | +17.5% | -8.1% | +7.9% |
| 1Y | +16.9% | -6.1% | +23.0% | +17.2% |
| 3Y | +76.6% | +16.7% | +60.0% | +72.4% |
| 5Y | +66.2% | -13.3% | +79.5% | +64.3% |
| All | +170.5% | +556.2% | -385.7% | +130.7% |
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