+16.0%
VEEV vs AME
+55.9%
-40.0%
-50.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AME | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.6% | -0.9% | -1.4% |
| 7D | -7.1% | +1.3% | -8.4% | -7.3% |
| 30D | +11.1% | -6.6% | +17.7% | +12.3% |
| 3M | +55.5% | +3.0% | +52.6% | +54.0% |
| 6M | +33.4% | +5.3% | +28.1% | +30.6% |
| YTD | +16.8% | +15.4% | +1.4% | +10.6% |
| 1Y | -7.7% | +26.8% | -34.6% | -15.6% |
| All | +16.0% | +55.9% | -40.0% | -4.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AME.
Daily Out/Under-Performance
Portfolio return minus AME return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AME 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 3y: compounded portfolio wealth divided by compounded AME 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…
3y analysis · Full analysis span regression · 6 months rolling