+54.8%
APO vs VEEV
+18.2%
+36.6%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.5% | +0.9% | -0.3% |
| 7D | -1.0% | -7.1% | +6.1% | +0.4% |
| 30D | -0.4% | +11.1% | -11.5% | -2.7% |
| 3M | -0.9% | +55.5% | -56.4% | -10.0% |
| 6M | +22.1% | +33.4% | -11.2% | +14.4% |
| YTD | -8.4% | +16.8% | -25.2% | -11.8% |
| 1Y | -0.9% | -7.7% | +6.8% | +0.3% |
| All | +54.8% | +18.2% | +36.6% | +47.8% |
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