+20.2%
VEEV vs APD
+10.0%
+10.2%
-50.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -1.2% | -2.5% | -3.6% |
| 7D | -5.2% | -2.5% | -2.7% | -4.9% |
| 30D | +14.9% | -1.9% | +16.8% | +15.2% |
| 3M | +58.4% | +8.2% | +50.1% | +57.1% |
| 6M | +35.5% | +10.7% | +24.7% | +33.5% |
| YTD | +18.6% | +22.9% | -4.3% | +14.7% |
| 1Y | -6.3% | +5.8% | -12.1% | -7.0% |
| 3Y | +20.2% | +7.8% | +12.4% | +20.0% |
| All | +20.2% | +10.0% | +10.2% | +20.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling