-99.9%
AMIX vs VEEV
+45.2%
-145.1%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.1% | +2.1% | +0.4% |
| 7D | -16.0% | -2.9% | -13.1% | -15.6% |
| 30D | -55.4% | +7.5% | -62.9% | -56.0% |
| 3M | -87.5% | +39.5% | -127.0% | -88.6% |
| 6M | -81.2% | +81.5% | -162.7% | -82.5% |
| YTD | -86.8% | +36.1% | -122.9% | -88.5% |
| 1Y | -91.6% | +4.3% | -95.9% | -93.0% |
| All | -99.9% | +45.2% | -145.1% | -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