+543.1%
VEEV vs AIG
+66.2%
+477.0%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.4% | +0.1% | +0.5% |
| 7D | -4.6% | -1.2% | -3.5% | -4.4% |
| 30D | +8.6% | -1.1% | +9.7% | +8.9% |
| 3M | +62.4% | +0.7% | +61.7% | +62.2% |
| 6M | +40.3% | -2.2% | +42.4% | +40.8% |
| YTD | +17.5% | -10.8% | +28.4% | +19.8% |
| 1Y | -6.1% | -2.0% | -4.1% | -6.3% |
| 3Y | +16.7% | +34.8% | -18.2% | +8.4% |
| 5Y | -13.3% | +55.0% | -68.4% | -22.3% |
| All | +543.1% | +66.2% | +477.0% | +436.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AIG.
Daily Out/Under-Performance
Portfolio return minus AIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AIG 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 AIG 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