-10.9%
AXP vs VEEV
+4.9%
-15.8%
-23.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.9% | +0.2% | +0.9% |
| 7D | -1.1% | -0.2% | -0.9% | -1.1% |
| 30D | +5.2% | +3.5% | +1.8% | +4.7% |
| 3M | -4.6% | +32.9% | -37.5% | -8.3% |
| 6M | +3.2% | +84.2% | -81.0% | -6.1% |
| YTD | -11.3% | +37.3% | -48.6% | -14.6% |
| All | -10.9% | +4.9% | -15.8% | -13.3% |
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