+669.1%
VEEV vs ALLE
+233.6%
+435.4%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +2.8% | -1.9% | -0.2% |
| 7D | -0.2% | -0.6% | +0.4% | 0.0% |
| 30D | +3.5% | +26.6% | -23.1% | -6.2% |
| 3M | +32.9% | +13.2% | +19.8% | +25.9% |
| 6M | +84.2% | +42.9% | +41.3% | +57.7% |
| YTD | +37.3% | +21.0% | +16.2% | +24.4% |
| 1Y | +3.9% | +15.2% | -11.2% | -3.9% |
| 3Y | +83.9% | +95.6% | -11.7% | +31.9% |
| 5Y | -4.3% | +53.4% | -57.7% | -25.1% |
| 10Y | +669.1% | +221.5% | +447.6% | +311.5% |
| All | +669.1% | +233.6% | +435.4% | +311.5% |
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