+916.7%
APO vs VEEV
+556.2%
+360.5%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.5% | +0.3% | +0.7% |
| 7D | -3.5% | -4.6% | +1.1% | -2.2% |
| 30D | -6.6% | +8.6% | -15.2% | -9.3% |
| 3M | -3.3% | +62.4% | -65.7% | -17.5% |
| 6M | +22.6% | +40.3% | -17.7% | +8.7% |
| YTD | -9.8% | +17.5% | -27.3% | -15.7% |
| 1Y | -3.9% | -6.1% | +2.2% | -4.1% |
| 3Y | +52.5% | +16.7% | +35.8% | +37.9% |
| 5Y | +134.0% | -13.3% | +147.4% | +123.4% |
| All | +916.7% | +556.2% | +360.5% | +454.6% |
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