+612.7%
VEEV vs APTV
+2.5%
+610.2%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -4.6% | +0.9% | -2.4% |
| 7D | -5.2% | +2.0% | -7.1% | -5.7% |
| 30D | +14.9% | -7.7% | +22.6% | +17.3% |
| 3M | +58.4% | -34.0% | +92.4% | +76.5% |
| 6M | +35.5% | -37.1% | +72.6% | +51.6% |
| YTD | +18.6% | -39.9% | +58.5% | +34.2% |
| 1Y | -6.3% | -44.4% | +38.1% | +8.2% |
| 3Y | +20.2% | -54.5% | +74.7% | +42.3% |
| 5Y | -13.8% | -69.1% | +55.3% | +11.8% |
| 10Y | +542.0% | -20.0% | +562.0% | +447.5% |
| All | +612.7% | +2.5% | +610.2% | +398.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling