+7.3%
AON vs VEEV
-13.7%
+21.0%
-25.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.5% | -2.2% | -1.7% |
| 7D | -6.3% | -4.6% | -1.7% | -5.6% |
| 30D | -14.1% | +8.6% | -22.7% | -15.6% |
| 3M | -9.5% | +62.4% | -71.9% | -17.2% |
| 6M | -4.0% | +40.3% | -44.3% | -10.4% |
| YTD | -13.8% | +17.5% | -31.3% | -17.4% |
| 1Y | -18.3% | -6.1% | -12.2% | -19.0% |
| 3Y | -7.2% | +16.7% | -23.9% | -12.6% |
| All | +7.3% | -13.7% | +21.0% | +4.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling