+59.9%
AMGN vs VEEV
+18.3%
+41.6%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +0.1% | -2.3% | -2.3% |
| 7D | -13.9% | -8.2% | -5.7% | -13.0% |
| 30D | -7.1% | +10.3% | -17.5% | -8.2% |
| 3M | +13.9% | +59.4% | -45.5% | +8.2% |
| 6M | +3.2% | +37.6% | -34.3% | -0.1% |
| YTD | +19.2% | +16.9% | +2.3% | +18.2% |
| 1Y | +41.1% | -5.0% | +46.1% | +44.4% |
| All | +59.9% | +18.3% | +41.6% | +57.0% |
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