+601.8%
VEEV vs AGI
+177.5%
+424.4%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +1.3% | -2.8% | -1.6% |
| 7D | -7.1% | +2.2% | -9.3% | -7.2% |
| 30D | +11.1% | +11.3% | -0.1% | +10.4% |
| 3M | +55.5% | +5.6% | +49.9% | +54.8% |
| 6M | +33.4% | -27.7% | +61.0% | +35.4% |
| YTD | +16.8% | -4.1% | +20.9% | +16.3% |
| 1Y | -7.7% | +13.8% | -21.5% | -9.3% |
| 3Y | +18.4% | +217.0% | -198.7% | +8.2% |
| 5Y | -14.8% | +404.3% | -419.1% | -24.6% |
| 10Y | +546.5% | +400.5% | +146.0% | +468.8% |
| All | +601.8% | +177.5% | +424.4% | +579.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling