-13.8%
VEEV vs AME
+82.6%
-96.4%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AME | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.9% | +0.9% | +0.4% |
| 7D | -8.2% | 0.0% | -8.2% | -8.3% |
| 30D | +10.3% | -8.6% | +18.9% | +14.4% |
| 3M | +59.4% | +5.8% | +53.6% | +54.0% |
| 6M | +37.6% | +3.8% | +33.8% | +32.7% |
| YTD | +16.9% | +14.4% | +2.5% | +6.3% |
| 1Y | -5.0% | +25.8% | -30.7% | -18.5% |
| 3Y | +18.5% | +55.2% | -36.7% | -15.1% |
| 5Y | -13.8% | +85.5% | -99.3% | -49.0% |
| All | -13.8% | +82.6% | -96.4% | -49.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling