+28.3%
VEEV vs ACI
+32.8%
-4.5%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.8% | +0.5% | -0.3% |
| 7D | -0.7% | +2.3% | -3.0% | -0.8% |
| 30D | +1.4% | +1.2% | +0.2% | +1.3% |
| 3M | +19.4% | +6.8% | +12.6% | +18.9% |
| 6M | +93.6% | -18.7% | +112.4% | +94.5% |
| YTD | +35.1% | -20.2% | +55.3% | +35.6% |
| 1Y | +3.4% | -23.7% | +27.1% | +4.0% |
| 3Y | +81.4% | -31.6% | +113.0% | +82.7% |
| 5Y | -5.1% | -42.8% | +37.7% | -4.4% |
| All | +28.3% | +32.8% | -4.5% | +11.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ACI.
Daily Out/Under-Performance
Portfolio return minus ACI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACI 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 ACI 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