-2.6%
VEEV vs APD
+12.4%
-15.0%
-52.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.4% | -0.7% | -0.4% |
| 7D | +0.8% | -0.2% | +1.0% | +0.8% |
| 30D | +3.2% | +11.0% | -7.8% | -0.1% |
| 3M | +30.2% | +1.3% | +28.9% | +29.5% |
| 6M | +83.7% | +6.4% | +77.3% | +79.6% |
| YTD | +36.9% | +28.9% | +8.0% | +24.2% |
| 1Y | +3.3% | +23.2% | -19.9% | -5.0% |
| 3Y | +85.1% | +26.3% | +58.8% | +62.8% |
| 5Y | -2.6% | +12.0% | -14.7% | -21.7% |
| All | -2.6% | +12.4% | -15.0% | -21.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling