-11.1%
AXP vs VEEV
+4.6%
-15.7%
-23.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.3% | 0.0% | -0.2% |
| 7D | -0.6% | +0.8% | -1.4% | -0.7% |
| 30D | +5.0% | +3.2% | +1.8% | +4.5% |
| 3M | -4.2% | +30.2% | -34.4% | -7.7% |
| 6M | +2.9% | +83.7% | -80.7% | -6.4% |
| YTD | -11.6% | +36.9% | -48.5% | -14.7% |
| 1Y | -11.1% | +3.3% | -14.4% | -13.5% |
| All | -11.1% | +4.6% | -15.7% | -13.5% |
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