+16.0%
VEEV vs ATI
+358.3%
-342.3%
-50.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ATI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.4% | -1.1% | -1.5% |
| 7D | -7.1% | +2.4% | -9.5% | -7.2% |
| 30D | +11.1% | -9.5% | +20.6% | +11.8% |
| 3M | +55.5% | +10.4% | +45.2% | +53.9% |
| 6M | +33.4% | +31.8% | +1.5% | +29.3% |
| YTD | +16.8% | +80.0% | -63.1% | +8.4% |
| 1Y | -7.7% | +175.8% | -183.6% | -19.9% |
| All | +16.0% | +358.3% | -342.3% | -12.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ATI.
Daily Out/Under-Performance
Portfolio return minus ATI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ATI 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 ATI 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