+543.1%
VEEV vs AGI
+392.3%
+150.8%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.7% | -0.2% | +0.5% |
| 7D | -4.6% | -2.7% | -1.9% | -4.4% |
| 30D | +8.6% | +7.2% | +1.4% | +8.0% |
| 3M | +62.4% | +4.3% | +58.2% | +61.5% |
| 6M | +40.3% | -27.1% | +67.3% | +43.2% |
| YTD | +17.5% | -6.6% | +24.2% | +17.0% |
| 1Y | -6.1% | +9.5% | -15.6% | -8.1% |
| 3Y | +16.7% | +208.4% | -191.8% | +2.5% |
| 5Y | -13.3% | +401.6% | -415.0% | -27.6% |
| All | +543.1% | +392.3% | +150.8% | +448.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AGI.
Daily Out/Under-Performance
Portfolio return minus AGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AGI 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 10y: compounded portfolio wealth divided by compounded AGI 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…
10y analysis · Full analysis span regression · 6 months rolling