-99.9%
AMIX vs VEEV
+45.6%
-145.6%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -20.0% | -0.3% | -19.7% | -20.0% |
| 7D | -8.1% | -1.9% | -6.2% | -7.7% |
| 30D | -52.3% | +3.0% | -55.3% | -52.5% |
| 3M | -83.8% | +28.8% | -112.6% | -84.7% |
| 6M | -79.0% | +91.3% | -170.2% | -80.4% |
| YTD | -87.2% | +36.5% | -123.7% | -88.8% |
| 1Y | -91.7% | +1.9% | -93.6% | -93.2% |
| All | -99.9% | +45.6% | -145.6% | -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 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