-12.2%
VEEV vs ALLY
-4.7%
-7.6%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.2% | +0.8% | +0.6% |
| 7D | -4.6% | -3.8% | -0.8% | -3.5% |
| 30D | +8.6% | -4.9% | +13.6% | +10.3% |
| 3M | +62.4% | -2.6% | +65.0% | +63.5% |
| 6M | +40.3% | +15.7% | +24.5% | +33.0% |
| YTD | +17.5% | -5.2% | +22.7% | +18.6% |
| 1Y | -6.1% | +2.8% | -8.9% | -8.0% |
| 3Y | +16.7% | +63.4% | -46.8% | -6.4% |
| All | -12.2% | -4.7% | -7.6% | -18.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling