+60.9%
AG vs VEEV
-14.2%
+75.1%
-70.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | +0.1% | -4.9% | -4.9% |
| 7D | -5.8% | -8.2% | +2.4% | -3.5% |
| 30D | +6.4% | +10.3% | -4.0% | +3.2% |
| 3M | +28.4% | +59.4% | -31.0% | +11.7% |
| 6M | -24.5% | +37.6% | -62.0% | -31.8% |
| YTD | +21.2% | +16.9% | +4.3% | +14.8% |
| 1Y | +114.1% | -5.0% | +119.1% | +115.5% |
| 3Y | +268.0% | +18.5% | +249.6% | +230.3% |
| All | +60.9% | -14.2% | +75.1% | +53.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling