+640.3%
VEEV vs ALK
+46.4%
+593.9%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ALK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +1.5% | -4.8% | -3.5% |
| 7D | -0.6% | -0.7% | +0.1% | -0.5% |
| 30D | +28.8% | -19.2% | +48.1% | +33.2% |
| 3M | +54.0% | -1.5% | +55.5% | +53.3% |
| 6M | +46.0% | -13.1% | +59.0% | +47.1% |
| YTD | +23.2% | -16.4% | +39.7% | +24.5% |
| 1Y | +1.9% | -33.1% | +34.9% | +6.8% |
| 3Y | +27.0% | +0.6% | +26.4% | +18.5% |
| 5Y | -13.4% | -26.4% | +13.0% | -15.4% |
| 10Y | +575.2% | -34.2% | +609.4% | +535.2% |
| All | +640.3% | +46.4% | +593.9% | +283.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling