+253.4%
AG vs VEEV
+18.9%
+234.5%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +0.5% | -3.5% | -3.0% |
| 7D | -6.7% | -4.6% | -2.1% | -6.0% |
| 30D | +2.2% | +8.6% | -6.5% | +0.6% |
| 3M | +15.7% | +62.4% | -46.7% | +6.0% |
| 6M | -23.8% | +40.3% | -64.0% | -28.3% |
| YTD | +17.6% | +17.5% | +0.1% | +14.8% |
| 1Y | +88.6% | -6.1% | +94.7% | +92.2% |
| 3Y | +253.4% | +16.7% | +236.8% | +231.0% |
| All | +253.4% | +18.9% | +234.5% | +231.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling