+8.1%
VEEV vs AFRM
-25.4%
+33.4%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +2.9% | -3.1% | -0.7% |
| 7D | -1.9% | -10.3% | +8.4% | -0.3% |
| 30D | +3.0% | -13.7% | +16.7% | +5.2% |
| 3M | +28.8% | -11.6% | +40.4% | +30.8% |
| 6M | +91.3% | +2.1% | +89.2% | +88.9% |
| YTD | +36.5% | -8.9% | +45.4% | +36.5% |
| 1Y | +1.9% | -9.7% | +11.6% | +1.6% |
| 3Y | +84.6% | +202.5% | -117.8% | +38.3% |
| 5Y | -2.6% | -55.3% | +52.7% | -21.7% |
| All | +8.1% | -25.4% | +33.4% | -19.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AFRM.
Daily Out/Under-Performance
Portfolio return minus AFRM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AFRM 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 AFRM 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