+724.5%
VEEV vs ALK
+45.2%
+679.3%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ALK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +7.1% | -6.2% | -0.3% |
| 7D | -0.2% | +8.9% | -9.1% | -1.7% |
| 30D | +3.5% | +5.9% | -2.5% | +2.2% |
| 3M | +32.9% | -16.5% | +49.5% | +36.3% |
| 6M | +84.2% | +2.1% | +82.1% | +81.0% |
| YTD | +37.3% | -17.1% | +54.4% | +38.3% |
| 1Y | +3.9% | -2.9% | +6.8% | +1.4% |
| 3Y | +83.9% | +24.5% | +59.4% | +63.9% |
| 5Y | -4.3% | -29.1% | +24.8% | -6.1% |
| 10Y | +669.1% | -39.1% | +708.2% | +640.4% |
| All | +724.5% | +45.2% | +679.3% | +325.9% |
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