+853.3%
APO vs VEEV
+656.9%
+196.5%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.3% | +2.0% | +1.8% |
| 7D | +5.8% | -0.7% | +6.5% | +6.0% |
| 30D | +8.9% | +1.4% | +7.5% | +8.3% |
| 3M | -13.6% | +19.4% | -33.0% | -18.7% |
| 6M | -5.4% | +93.6% | -99.0% | -24.0% |
| YTD | -13.6% | +35.1% | -48.7% | -22.8% |
| 1Y | -2.5% | +3.4% | -5.9% | -5.5% |
| 3Y | +50.9% | +81.4% | -30.5% | +18.8% |
| 5Y | +81.4% | -5.1% | +86.5% | +68.0% |
| All | +853.3% | +656.9% | +196.5% | +384.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling