+174.6%
ARM vs VEEV
+41.6%
+133.0%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | -2.1% | +6.8% | +5.3% |
| 7D | -15.2% | -2.9% | -12.3% | -14.5% |
| 30D | -40.7% | +7.5% | -48.2% | -42.0% |
| 3M | -39.1% | +39.5% | -78.5% | -45.8% |
| 6M | -26.4% | +81.5% | -107.9% | -41.3% |
| YTD | +59.7% | +36.1% | +23.7% | +43.8% |
| 1Y | +10.3% | +4.3% | +6.0% | +13.0% |
| 3Y | +228.9% | +54.8% | +174.0% | +157.3% |
| All | +174.6% | +41.6% | +133.0% | +119.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling