-5.2%
VEEV vs AMC
-99.3%
+94.0%
-52.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +1.9% | -4.0% | -2.2% |
| 7D | -2.9% | +2.6% | -5.6% | -3.3% |
| 30D | +7.5% | +9.0% | -1.5% | +6.6% |
| 3M | +39.5% | +22.2% | +17.3% | +36.6% |
| 6M | +81.5% | +91.5% | -10.0% | +68.7% |
| YTD | +36.1% | +101.3% | -65.2% | +25.1% |
| 1Y | +4.3% | +20.8% | -16.5% | -0.2% |
| 3Y | +54.8% | -71.3% | +126.2% | +61.2% |
| All | -5.2% | -99.3% | +94.0% | +29.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AMC.
Daily Out/Under-Performance
Portfolio return minus AMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMC 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 AMC 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