+16.0%
VEEV vs AEE
+46.3%
-30.3%
-50.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.2% | +1.3% | +0.1% |
| 7D | -8.2% | -0.7% | -7.6% | -8.2% |
| 30D | +10.3% | -2.0% | +12.3% | +10.4% |
| 3M | +59.4% | -2.8% | +62.2% | +59.7% |
| 6M | +37.6% | -3.6% | +41.2% | +37.8% |
| YTD | +16.9% | +7.3% | +9.6% | +15.1% |
| 1Y | -5.0% | +8.7% | -13.7% | -6.8% |
| All | +16.0% | +46.3% | -30.3% | +7.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AEE.
Daily Out/Under-Performance
Portfolio return minus AEE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEE 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 3y: compounded portfolio wealth divided by compounded AEE 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…
3y analysis · Full analysis span regression · 6 months rolling