+83.9%
VEEV vs ALK
+21.9%
+62.0%
-50.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +7.1% | -6.2% | +0.4% |
| 7D | -0.2% | +8.9% | -9.1% | -0.8% |
| 30D | +3.5% | +5.9% | -2.5% | +3.0% |
| 3M | +32.9% | -16.5% | +49.5% | +34.6% |
| 6M | +84.2% | +2.1% | +82.1% | +82.5% |
| YTD | +37.3% | -17.1% | +54.4% | +38.2% |
| 1Y | +3.9% | -2.9% | +6.8% | +2.6% |
| 3Y | +83.9% | +24.5% | +59.4% | +67.7% |
| All | +83.9% | +21.9% | +62.0% | +67.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling