+713.8%
VEEV vs ATI
+537.3%
+176.5%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ATI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +1.4% | -2.2% | -0.9% |
| 7D | -2.5% | +13.0% | -15.4% | -3.8% |
| 30D | +0.3% | +0.2% | +0.1% | 0.0% |
| 3M | +25.2% | -17.5% | +42.7% | +27.5% |
| 6M | +89.7% | +18.1% | +71.6% | +84.3% |
| YTD | +35.5% | +65.7% | -30.2% | +25.4% |
| 1Y | +1.8% | +91.9% | -90.1% | -7.6% |
| 3Y | +83.2% | +335.2% | -252.1% | +46.4% |
| 5Y | -4.8% | +1,004.3% | -1,009.1% | -32.5% |
| 10Y | +663.5% | +1,019.2% | -355.8% | +404.6% |
| All | +713.8% | +537.3% | +176.5% | +437.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling