+676.7%
VEEV vs ALK
-39.7%
+716.4%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.4% | +0.1% | -0.2% |
| 7D | +0.8% | +12.9% | -12.2% | -1.0% |
| 30D | +3.2% | +5.5% | -2.4% | +2.2% |
| 3M | +30.2% | -12.1% | +42.3% | +32.0% |
| 6M | +83.7% | +1.7% | +82.0% | +81.1% |
| YTD | +36.9% | -17.4% | +54.3% | +38.0% |
| 1Y | +3.3% | -1.9% | +5.2% | +1.1% |
| 3Y | +85.1% | +21.2% | +63.8% | +68.6% |
| 5Y | -2.6% | -27.8% | +25.2% | -4.8% |
| 10Y | +676.7% | -41.0% | +717.7% | +701.1% |
| All | +676.7% | -39.7% | +716.4% | +701.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ALK.
Daily Out/Under-Performance
Portfolio return minus ALK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALK 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 ALK 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