+291.1%
APH vs VEEV
+24.3%
+266.8%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -3.3% | +4.1% | +1.2% |
| 7D | +5.0% | -0.6% | +5.5% | +5.0% |
| 30D | -3.9% | +28.8% | -32.7% | -7.0% |
| 3M | +13.0% | +54.0% | -41.1% | +6.3% |
| 6M | +25.2% | +46.0% | -20.8% | +18.8% |
| YTD | +22.9% | +23.2% | -0.3% | +20.5% |
| 1Y | +47.8% | +1.9% | +46.0% | +50.9% |
| All | +291.1% | +24.3% | +266.8% | +273.3% |
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