-7.0%
VEEV vs AMRZ
-19.2%
+12.3%
-50.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -2.3% | +0.8% | -1.3% |
| 7D | -7.1% | -4.7% | -2.4% | -6.7% |
| 30D | +11.1% | -11.3% | +22.4% | +12.2% |
| 3M | +55.5% | -22.1% | +77.6% | +58.4% |
| 6M | +33.4% | -29.6% | +62.9% | +37.6% |
| YTD | +16.8% | -23.3% | +40.1% | +19.1% |
| 1Y | -7.7% | -23.7% | +16.0% | -4.7% |
| All | -7.0% | -19.2% | +12.3% | -5.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AMRZ.
Daily Out/Under-Performance
Portfolio return minus AMRZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMRZ 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 AMRZ 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