+612.7%
VEEV vs AEIS
+1,464.0%
-851.3%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +2.8% | -6.5% | -4.4% |
| 7D | -5.2% | +8.1% | -13.3% | -7.0% |
| 30D | +14.9% | -11.1% | +26.1% | +17.6% |
| 3M | +58.4% | -5.6% | +64.0% | +54.9% |
| 6M | +35.5% | -0.6% | +36.1% | +27.4% |
| YTD | +18.6% | +38.0% | -19.4% | -0.5% |
| 1Y | -6.3% | +87.2% | -93.6% | -29.6% |
| 3Y | +20.2% | +179.7% | -159.5% | -24.3% |
| 5Y | -13.8% | +241.7% | -255.6% | -50.1% |
| 10Y | +542.0% | +547.2% | -5.1% | +170.9% |
| All | +612.7% | +1,464.0% | -851.3% | +154.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling