+216.5%
AZN vs VEEV
+556.2%
-339.7%
-27.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.5% | -0.2% | +0.3% |
| 7D | -1.6% | -4.6% | +3.1% | -0.9% |
| 30D | +1.1% | +8.6% | -7.6% | -0.4% |
| 3M | -12.1% | +62.4% | -74.6% | -18.5% |
| 6M | -17.1% | +40.3% | -57.4% | -21.8% |
| YTD | -12.0% | +17.5% | -29.5% | -14.8% |
| 1Y | -0.2% | -6.1% | +5.9% | -0.2% |
| 3Y | +26.8% | +16.7% | +10.1% | +20.2% |
| 5Y | +56.9% | -13.3% | +70.2% | +53.0% |
| All | +216.5% | +556.2% | -339.7% | +101.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling