+879.1%
VEEV vs ALLY
+98.1%
+781.1%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ALLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.7% | -0.4% | -1.6% |
| 7D | -2.9% | +0.9% | -3.9% | -3.2% |
| 30D | +7.5% | +3.1% | +4.4% | +6.6% |
| 3M | +39.5% | -12.6% | +52.0% | +44.0% |
| 6M | +81.5% | -12.4% | +93.9% | +87.0% |
| YTD | +36.1% | -13.2% | +49.2% | +40.0% |
| 1Y | +4.3% | +1.8% | +2.5% | +3.0% |
| 3Y | +54.8% | +58.0% | -3.1% | +33.3% |
| 5Y | -4.7% | -8.4% | +3.7% | -9.1% |
| 10Y | +709.1% | +195.3% | +513.8% | +411.2% |
| All | +879.1% | +98.1% | +781.1% | +556.8% |
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