+89.6%
AXP vs VEEV
-4.9%
+94.5%
-31.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.1% | +0.8% | -0.8% |
| 7D | +0.6% | -2.9% | +3.5% | +1.2% |
| 30D | +5.8% | +7.5% | -1.7% | +4.1% |
| 3M | -6.0% | +39.5% | -45.5% | -13.2% |
| 6M | +0.3% | +81.5% | -81.2% | -13.4% |
| YTD | -12.3% | +36.1% | -48.3% | -19.2% |
| 1Y | -11.2% | +4.3% | -15.5% | -13.0% |
| 3Y | +117.0% | +54.8% | +62.2% | +87.6% |
| All | +89.6% | -4.9% | +94.5% | +78.6% |
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