+391.7%
APP vs VEEV
+1.1%
+390.5%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -3.3% | +5.5% | +4.2% |
| 7D | +0.9% | -0.6% | +1.5% | +1.0% |
| 30D | -23.3% | +28.8% | -52.1% | -35.4% |
| 3M | -42.6% | +54.0% | -96.7% | -57.3% |
| 6M | -33.6% | +46.0% | -79.6% | -49.2% |
| YTD | -52.4% | +23.2% | -75.7% | -59.5% |
| 1Y | -35.9% | +1.9% | -37.7% | -39.1% |
| 3Y | +642.2% | +27.0% | +615.2% | +464.5% |
| 5Y | +311.1% | -13.4% | +324.5% | +290.2% |
| All | +391.7% | +1.1% | +390.5% | +292.8% |
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 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