+355.9%
APH vs VEEV
-13.1%
+369.0%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -3.3% | +4.1% | +1.5% |
| 7D | +5.0% | -0.6% | +5.5% | +5.0% |
| 30D | -3.9% | +28.8% | -32.7% | -9.3% |
| 3M | +13.0% | +54.0% | -41.1% | +1.9% |
| 6M | +25.2% | +46.0% | -20.8% | +13.7% |
| YTD | +22.9% | +23.2% | -0.3% | +16.2% |
| 1Y | +47.8% | +1.9% | +46.0% | +46.6% |
| 3Y | +283.0% | +27.0% | +256.0% | +247.9% |
| All | +355.9% | -13.1% | +369.0% | +348.9% |
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