+669.4%
VEEV vs APD
+187.5%
+481.9%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.9% | -1.2% | -0.7% |
| 7D | -1.9% | -1.2% | -0.7% | -1.4% |
| 30D | +3.0% | +11.0% | -8.0% | -1.5% |
| 3M | +28.8% | +2.6% | +26.3% | +27.2% |
| 6M | +91.3% | +4.8% | +86.4% | +86.5% |
| YTD | +36.5% | +31.0% | +5.5% | +19.2% |
| 1Y | +1.9% | +23.4% | -21.5% | -9.0% |
| 3Y | +84.6% | +28.4% | +56.3% | +55.1% |
| 5Y | -2.6% | +15.2% | -17.8% | -15.8% |
| 10Y | +669.4% | +190.7% | +478.7% | +230.3% |
| All | +669.4% | +187.5% | +481.9% | +230.3% |
Cumulative growth
Daily Returns
Daily percentage return beside APD.
Daily Out/Under-Performance
Portfolio return minus APD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APD 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 10y: compounded portfolio wealth divided by compounded APD 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…
10y analysis · Full analysis span regression · 6 months rolling