+175.6%
APA vs VEEV
-15.0%
+190.6%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -1.5% | +4.5% | +3.2% |
| 7D | +0.3% | -7.1% | +7.4% | +1.5% |
| 30D | +9.3% | +11.1% | -1.8% | +7.2% |
| 3M | +23.3% | +55.5% | -32.2% | +14.3% |
| 6M | +39.5% | +33.4% | +6.1% | +32.3% |
| YTD | +87.6% | +16.8% | +70.8% | +81.5% |
| 1Y | +114.2% | -7.7% | +122.0% | +116.1% |
| 3Y | +13.6% | +18.4% | -4.8% | +6.3% |
| 5Y | +175.6% | -14.8% | +190.4% | +196.9% |
| All | +175.6% | -15.0% | +190.6% | +196.9% |
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 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