-12.2%
VEEV vs AGI
+400.3%
-412.5%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.7% | -0.2% | +0.5% |
| 7D | -4.6% | -2.7% | -1.9% | -4.3% |
| 30D | +8.6% | +7.2% | +1.4% | +7.7% |
| 3M | +62.4% | +4.3% | +58.2% | +61.2% |
| 6M | +40.3% | -27.1% | +67.3% | +44.9% |
| YTD | +17.5% | -6.6% | +24.2% | +16.4% |
| 1Y | -6.1% | +9.5% | -15.6% | -9.8% |
| 3Y | +16.7% | +208.4% | -191.8% | -11.7% |
| All | -12.2% | +400.3% | -412.5% | -42.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling