-35.9%
APP vs VEEV
+2.5%
-38.4%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -3.3% | +5.5% | +3.6% |
| 7D | +0.9% | -0.6% | +1.5% | +1.0% |
| 30D | -23.3% | +28.8% | -52.1% | -32.9% |
| 3M | -42.6% | +54.0% | -96.7% | -55.3% |
| 6M | -33.6% | +46.0% | -79.6% | -46.3% |
| YTD | -52.4% | +23.2% | -75.7% | -59.7% |
| 1Y | -35.9% | +1.9% | -37.7% | -40.6% |
| All | -35.9% | +2.5% | -38.4% | -40.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling