-12.2%
VEEV vs AFL
+133.8%
-146.0%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AFL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.7% | -0.2% | +0.4% |
| 7D | -4.6% | -1.6% | -3.0% | -4.2% |
| 30D | +8.6% | -4.0% | +12.7% | +9.7% |
| 3M | +62.4% | -0.5% | +62.9% | +62.5% |
| 6M | +40.3% | +6.5% | +33.7% | +37.8% |
| YTD | +17.5% | +6.2% | +11.4% | +15.4% |
| 1Y | -6.1% | +8.3% | -14.4% | -8.4% |
| 3Y | +16.7% | +62.5% | -45.9% | +0.7% |
| All | -12.2% | +133.8% | -146.0% | -35.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AFL.
Daily Out/Under-Performance
Portfolio return minus AFL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AFL 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 5y: compounded portfolio wealth divided by compounded AFL 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…
5y analysis · Full analysis span regression · 6 months rolling