+103.7%
AG vs VEEV
+586.3%
-482.6%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -1.5% | +3.6% | +2.4% |
| 7D | -0.1% | -7.1% | +7.0% | +1.3% |
| 30D | +12.5% | +11.1% | +1.3% | +10.1% |
| 3M | +28.2% | +55.5% | -27.4% | +17.5% |
| 6M | -18.8% | +33.4% | -52.2% | -23.8% |
| YTD | +27.4% | +16.8% | +10.6% | +22.5% |
| 1Y | +132.2% | -7.7% | +139.9% | +133.0% |
| 3Y | +286.9% | +18.4% | +268.5% | +263.2% |
| 5Y | +72.8% | -14.8% | +87.6% | +66.1% |
| 10Y | +74.6% | +546.5% | -471.9% | +28.6% |
| All | +103.7% | +586.3% | -482.6% | +41.3% |
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