+546.5%
VEEV vs ALLY
+178.1%
+368.4%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -1.1% | -0.5% | -1.3% |
| 7D | -7.1% | -1.9% | -5.2% | -6.7% |
| 30D | +11.1% | -4.5% | +15.6% | +12.3% |
| 3M | +55.5% | -2.8% | +58.4% | +56.4% |
| 6M | +33.4% | +10.3% | +23.0% | +29.8% |
| YTD | +16.8% | -5.7% | +22.5% | +17.8% |
| 1Y | -7.7% | +3.9% | -11.7% | -9.3% |
| 3Y | +18.4% | +64.7% | -46.3% | +2.2% |
| 5Y | -14.8% | -2.6% | -12.2% | -20.2% |
| 10Y | +546.5% | +186.0% | +360.5% | +364.9% |
| All | +546.5% | +178.1% | +368.4% | +364.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ALLY.
Daily Out/Under-Performance
Portfolio return minus ALLY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALLY 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 ALLY 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