+100.6%
AMT vs VEEV
+552.6%
-452.1%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.1% | -1.5% | -1.4% |
| 7D | -2.7% | -8.2% | +5.5% | -1.1% |
| 30D | +2.0% | +10.3% | -8.3% | -0.2% |
| 3M | -9.3% | +59.4% | -68.6% | -17.5% |
| 6M | -5.2% | +37.6% | -42.8% | -11.7% |
| YTD | +0.5% | +16.9% | -16.5% | -3.8% |
| 1Y | -7.3% | -5.0% | -2.3% | -7.7% |
| 3Y | +6.2% | +18.5% | -12.2% | -1.5% |
| 5Y | -31.2% | -13.8% | -17.4% | -33.7% |
| All | +100.6% | +552.6% | -452.1% | +46.8% |
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