+12.7%
VEEV vs ACI
+21.8%
-9.0%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -3.3% | -0.5% | -3.6% |
| 7D | -5.2% | -2.6% | -2.6% | -5.0% |
| 30D | +14.9% | +1.1% | +13.8% | +14.8% |
| 3M | +58.4% | -23.6% | +82.0% | +59.6% |
| 6M | +35.5% | -29.9% | +65.4% | +36.9% |
| YTD | +18.6% | -26.9% | +45.5% | +19.7% |
| 1Y | -6.3% | -34.2% | +27.9% | -5.2% |
| 3Y | +20.2% | -43.6% | +63.8% | +22.0% |
| 5Y | -13.8% | -42.4% | +28.6% | -13.0% |
| All | +12.7% | +21.8% | -9.0% | -1.4% |
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