+640.3%
VEEV vs APD
+307.4%
+332.9%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -1.0% | -2.3% | -2.8% |
| 7D | -0.6% | -2.2% | +1.6% | +0.4% |
| 30D | +28.8% | +2.1% | +26.7% | +27.6% |
| 3M | +54.0% | +7.2% | +46.9% | +48.8% |
| 6M | +46.0% | +11.2% | +34.7% | +37.7% |
| YTD | +23.2% | +24.4% | -1.2% | +9.7% |
| 1Y | +1.9% | +6.7% | -4.8% | -3.2% |
| 3Y | +27.0% | +9.2% | +17.8% | +14.5% |
| 5Y | -13.4% | +27.4% | -40.8% | -29.6% |
| 10Y | +575.2% | +164.8% | +410.4% | +235.8% |
| All | +640.3% | +307.4% | +332.9% | +184.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling