+7.9%
AMT vs VEEV
+18.9%
-11.0%
-28.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -3.7% | +3.7% | +0.2% |
| 7D | -0.2% | -5.2% | +5.0% | +0.2% |
| 30D | +1.8% | +14.9% | -13.1% | +0.6% |
| 3M | -6.2% | +58.4% | -64.5% | -9.6% |
| 6M | -5.0% | +35.5% | -40.5% | -7.6% |
| YTD | +2.1% | +18.6% | -16.6% | 0.0% |
| 1Y | -5.7% | -6.3% | +0.6% | -6.0% |
| 3Y | +7.9% | +20.2% | -12.3% | +5.5% |
| All | +7.9% | +18.9% | -11.0% | +5.5% |
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