+16.7%
VEEV vs APTV
-55.4%
+72.1%
-50.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.3% | +0.9% | +0.6% |
| 7D | -4.6% | -5.0% | +0.4% | -3.8% |
| 30D | +8.6% | -6.1% | +14.7% | +9.7% |
| 3M | +62.4% | -33.0% | +95.4% | +73.1% |
| 6M | +40.3% | -35.2% | +75.5% | +49.9% |
| YTD | +17.5% | -40.1% | +57.7% | +27.7% |
| 1Y | -6.1% | -45.6% | +39.5% | +4.1% |
| 3Y | +16.7% | -54.4% | +71.0% | +27.4% |
| All | +16.7% | -55.4% | +72.1% | +27.4% |
Cumulative growth
Daily Returns
Daily percentage return beside APTV.
Daily Out/Under-Performance
Portfolio return minus APTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APTV 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 APTV 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