+655.7%
VEEV vs APD
+191.9%
+463.8%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.1% | -0.4% | -0.3% |
| 7D | -0.7% | +3.8% | -4.6% | -2.3% |
| 30D | +1.4% | +8.2% | -6.8% | -2.0% |
| 3M | +19.4% | +4.3% | +15.1% | +17.0% |
| 6M | +93.6% | +4.7% | +88.9% | +88.9% |
| YTD | +35.1% | +31.5% | +3.5% | +17.7% |
| 1Y | +3.4% | +23.5% | -20.2% | -7.7% |
| 3Y | +81.4% | +29.1% | +52.3% | +52.0% |
| 5Y | -5.1% | +15.9% | -21.0% | -18.2% |
| All | +655.7% | +191.9% | +463.8% | +221.0% |
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