+1,602.7%
APH vs VEEV
+699.3%
+903.5%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | -2.1% | +6.2% | +4.5% |
| 7D | -5.9% | -2.9% | -3.0% | -5.5% |
| 30D | -14.8% | +7.5% | -22.3% | -16.2% |
| 3M | -12.4% | +39.5% | -51.9% | -18.8% |
| 6M | +8.1% | +81.5% | -73.4% | -5.9% |
| YTD | +10.9% | +36.1% | -25.1% | +2.0% |
| 1Y | +8.8% | +4.3% | +4.5% | +6.0% |
| 3Y | +262.1% | +54.8% | +207.2% | +216.9% |
| 5Y | +283.1% | -4.7% | +287.9% | +260.5% |
| 10Y | +908.1% | +709.1% | +199.0% | +541.2% |
| All | +1,602.7% | +699.3% | +903.5% | +941.9% |
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 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