+725.7%
APO vs VEEV
+623.9%
+101.8%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -3.3% | +2.7% | +0.3% |
| 7D | -1.0% | -0.6% | -0.4% | -0.9% |
| 30D | +3.5% | +28.8% | -25.4% | -3.9% |
| 3M | +4.5% | +54.0% | -49.5% | -8.1% |
| 6M | +22.8% | +46.0% | -23.2% | +8.9% |
| YTD | -6.5% | +23.2% | -29.7% | -13.2% |
| 1Y | +0.8% | +1.9% | -1.0% | -1.7% |
| 3Y | +62.0% | +27.0% | +34.9% | +44.7% |
| 5Y | +138.2% | -13.4% | +151.6% | +128.5% |
| 10Y | +940.3% | +575.2% | +365.0% | +493.1% |
| All | +725.7% | +623.9% | +101.8% | +333.0% |
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