+542.0%
VEEV vs ALLE
+148.2%
+393.8%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -0.7% | -3.0% | -3.4% |
| 7D | -5.2% | +2.8% | -7.9% | -6.2% |
| 30D | +14.9% | -7.6% | +22.5% | +18.6% |
| 3M | +58.4% | +22.8% | +35.6% | +44.7% |
| 6M | +35.5% | +4.6% | +30.9% | +31.6% |
| YTD | +18.6% | -1.2% | +19.9% | +17.2% |
| 1Y | -6.3% | -9.1% | +2.8% | -4.2% |
| 3Y | +20.2% | +50.0% | -29.8% | -3.4% |
| 5Y | -13.8% | +15.2% | -29.0% | -24.2% |
| 10Y | +542.0% | +151.1% | +391.0% | +270.1% |
| All | +542.0% | +148.2% | +393.8% | +270.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ALLE.
Daily Out/Under-Performance
Portfolio return minus ALLE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALLE 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 ALLE 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