-4.4%
VEEV vs AMBA
-69.7%
+65.3%
-52.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.5% | +1.2% | 0.0% |
| 7D | -0.7% | +2.7% | -3.4% | -1.2% |
| 30D | +1.4% | -2.2% | +3.6% | +1.5% |
| 3M | +19.4% | -26.6% | +46.0% | +25.3% |
| 6M | +93.6% | -26.8% | +120.4% | +96.2% |
| YTD | +35.1% | -15.1% | +50.2% | +30.8% |
| 1Y | +3.4% | -32.3% | +35.6% | +4.5% |
| 3Y | +81.4% | +19.8% | +61.6% | +45.4% |
| All | -4.4% | -69.7% | +65.3% | -4.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AMBA.
Daily Out/Under-Performance
Portfolio return minus AMBA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMBA 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 AMBA 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