+722.3%
VEEV vs ALB
+77.6%
+644.6%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ALB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -4.2% | +3.9% | +0.6% |
| 7D | +0.8% | +5.3% | -4.5% | -0.4% |
| 30D | +3.2% | -6.3% | +9.4% | +4.4% |
| 3M | +30.2% | -27.4% | +57.6% | +38.5% |
| 6M | +83.7% | -53.1% | +136.8% | +113.3% |
| YTD | +36.9% | -32.3% | +69.2% | +43.0% |
| 1Y | +3.3% | -7.3% | +10.6% | -0.4% |
| 3Y | +85.1% | -14.9% | +100.0% | +66.5% |
| 5Y | -2.6% | -62.0% | +59.4% | +5.9% |
| 10Y | +676.7% | +33.0% | +643.7% | +412.6% |
| All | +722.3% | +77.6% | +644.6% | +314.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ALB.
Daily Out/Under-Performance
Portfolio return minus ALB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALB 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 ALB 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