+113.2%
AXP vs VEEV
+81.4%
+31.8%
-28.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.8% | -0.8% | -1.4% |
| 7D | -2.1% | -2.5% | +0.4% | -1.7% |
| 30D | +2.7% | +0.3% | +2.4% | +2.6% |
| 3M | -7.3% | +25.2% | -32.5% | -11.1% |
| 6M | +1.8% | +89.7% | -87.9% | -10.3% |
| YTD | -13.1% | +35.5% | -48.5% | -18.2% |
| 1Y | -13.7% | +1.8% | -15.6% | -14.1% |
| All | +113.2% | +81.4% | +31.8% | +81.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling