+601.8%
VEEV vs AEE
+354.7%
+247.1%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.4% | -1.1% | -1.4% |
| 7D | -7.1% | +1.1% | -8.1% | -7.4% |
| 30D | +11.1% | 0.0% | +11.1% | +11.1% |
| 3M | +55.5% | -0.9% | +56.4% | +55.8% |
| 6M | +33.4% | -2.4% | +35.8% | +33.6% |
| YTD | +16.8% | +8.6% | +8.2% | +13.0% |
| 1Y | -7.7% | +10.2% | -17.9% | -11.3% |
| 3Y | +18.4% | +47.8% | -29.4% | +2.6% |
| 5Y | -14.8% | +40.1% | -54.9% | -25.6% |
| 10Y | +546.5% | +195.0% | +351.5% | +363.1% |
| All | +601.8% | +354.7% | +247.1% | +327.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling