+16.0%
VEEV vs AEIS
+160.8%
-144.8%
-50.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -4.1% | +4.2% | +0.2% |
| 7D | -8.2% | -0.2% | -8.0% | -8.2% |
| 30D | +10.3% | -16.4% | +26.7% | +10.7% |
| 3M | +59.4% | -11.1% | +70.5% | +58.0% |
| 6M | +37.6% | -12.0% | +49.6% | +34.9% |
| YTD | +16.9% | +30.9% | -14.0% | +5.9% |
| 1Y | -5.0% | +74.3% | -79.3% | -19.6% |
| All | +16.0% | +160.8% | -144.8% | -17.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AEIS.
Daily Out/Under-Performance
Portfolio return minus AEIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEIS 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 AEIS 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