-6.1%
VEEV vs AJG
-17.2%
+11.1%
-50.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AJG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.2% | +1.8% | +1.0% |
| 7D | -4.6% | -8.3% | +3.7% | -1.5% |
| 30D | +8.6% | -5.7% | +14.3% | +10.7% |
| 3M | +62.4% | +9.1% | +53.3% | +57.3% |
| 6M | +40.3% | +15.2% | +25.0% | +33.7% |
| YTD | +17.5% | -6.3% | +23.8% | +12.3% |
| 1Y | -6.1% | -19.1% | +13.0% | -8.1% |
| All | -6.1% | -17.2% | +11.1% | -8.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AJG.
Daily Out/Under-Performance
Portfolio return minus AJG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AJG 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 1y: compounded portfolio wealth divided by compounded AJG 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…
1y analysis · Full analysis span regression · 6 months rolling