+542.0%
VEEV vs ALK
-38.6%
+580.6%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -3.1% | -0.6% | -3.3% |
| 7D | -5.2% | +0.1% | -5.3% | -5.2% |
| 30D | +14.9% | -18.5% | +33.4% | +18.1% |
| 3M | +58.4% | -3.6% | +61.9% | +58.2% |
| 6M | +35.5% | -3.7% | +39.2% | +34.4% |
| YTD | +18.6% | -19.0% | +37.6% | +20.3% |
| 1Y | -6.3% | -36.0% | +29.7% | -1.7% |
| 3Y | +20.2% | +2.3% | +17.9% | +12.9% |
| 5Y | -13.8% | -27.8% | +14.0% | -15.5% |
| 10Y | +542.0% | -39.0% | +581.0% | +533.5% |
| All | +542.0% | -38.6% | +580.6% | +533.5% |
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