+208.7%
AMT vs VEEV
+623.9%
-415.2%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -3.3% | +2.2% | -0.5% |
| 7D | -0.2% | -0.6% | +0.4% | -0.1% |
| 30D | +4.6% | +28.8% | -24.2% | +0.1% |
| 3M | -8.4% | +54.0% | -62.5% | -15.1% |
| 6M | -6.0% | +46.0% | -52.0% | -12.4% |
| YTD | +2.1% | +23.2% | -21.1% | -2.4% |
| 1Y | -6.4% | +1.9% | -8.2% | -7.9% |
| 3Y | +8.1% | +27.0% | -19.0% | +0.3% |
| 5Y | -31.9% | -13.4% | -18.5% | -34.3% |
| 10Y | +97.1% | +575.2% | -478.1% | +44.8% |
| All | +208.7% | +623.9% | -415.2% | +119.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling