-99.9%
AMIX vs VEEV
+46.0%
-145.9%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | -0.3% | +9.1% | +8.9% |
| 7D | +11.4% | +0.8% | +10.7% | +11.3% |
| 30D | -40.5% | +3.2% | -43.7% | -40.8% |
| 3M | -80.1% | +30.2% | -110.3% | -81.3% |
| 6M | -74.8% | +83.7% | -158.5% | -76.6% |
| YTD | -84.0% | +36.9% | -120.9% | -86.0% |
| 1Y | -89.7% | +3.3% | -93.0% | -91.5% |
| All | -99.9% | +46.0% | -145.9% | -99.9% |
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