+786.8%
VEEV vs ALLY
+124.8%
+662.0%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ALLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +0.3% | -3.6% | -3.3% |
| 7D | -0.6% | +3.7% | -4.3% | -1.5% |
| 30D | +28.8% | -2.3% | +31.1% | +29.5% |
| 3M | +54.0% | +3.8% | +50.2% | +52.4% |
| 6M | +46.0% | +9.7% | +36.2% | +41.8% |
| YTD | +23.2% | -1.4% | +24.6% | +23.0% |
| 1Y | +1.9% | +8.2% | -6.4% | -1.1% |
| 3Y | +27.0% | +66.5% | -39.5% | +7.8% |
| 5Y | -13.4% | +1.2% | -14.6% | -19.6% |
| 10Y | +575.2% | +191.4% | +383.8% | +337.4% |
| All | +786.8% | +124.8% | +662.0% | +476.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling