+612.7%
VEEV vs ATI
+594.8%
+17.9%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ATI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -1.6% | -2.1% | -3.5% |
| 7D | -5.2% | +3.2% | -8.3% | -5.5% |
| 30D | +14.9% | -9.0% | +23.9% | +16.1% |
| 3M | +58.4% | +15.1% | +43.3% | +55.0% |
| 6M | +35.5% | +38.1% | -2.7% | +29.1% |
| YTD | +18.6% | +80.7% | -62.0% | +9.1% |
| 1Y | -6.3% | +167.5% | -173.9% | -18.4% |
| 3Y | +20.2% | +366.0% | -345.8% | -4.4% |
| 5Y | -13.8% | +1,088.8% | -1,102.6% | -39.3% |
| 10Y | +542.0% | +1,055.0% | -512.9% | +323.2% |
| All | +612.7% | +594.8% | +17.9% | +367.6% |
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