+403.3%
AXP vs VEEV
+699.3%
-296.0%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.1% | +0.8% | -0.9% |
| 7D | +0.6% | -2.9% | +3.5% | +1.1% |
| 30D | +5.8% | +7.5% | -1.7% | +4.4% |
| 3M | -6.0% | +39.5% | -45.5% | -11.9% |
| 6M | +0.3% | +81.5% | -81.2% | -10.8% |
| YTD | -12.3% | +36.1% | -48.3% | -18.0% |
| 1Y | -11.2% | +4.3% | -15.5% | -13.1% |
| 3Y | +117.0% | +54.8% | +62.2% | +94.5% |
| 5Y | +93.2% | -4.7% | +97.9% | +82.7% |
| 10Y | +461.2% | +709.1% | -247.9% | +260.9% |
| All | +403.3% | +699.3% | -296.0% | +215.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling