-12.2%
VEEV vs AVTR
-64.6%
+52.4%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.5% | +1.0% | +0.7% |
| 7D | -4.6% | -1.1% | -3.5% | -4.3% |
| 30D | +8.6% | +6.3% | +2.3% | +6.8% |
| 3M | +62.4% | +53.3% | +9.1% | +43.2% |
| 6M | +40.3% | +78.6% | -38.4% | +17.9% |
| YTD | +17.5% | +29.2% | -11.7% | +8.0% |
| 1Y | -6.1% | +13.8% | -19.9% | -12.6% |
| 3Y | +16.7% | -27.4% | +44.1% | +20.1% |
| All | -12.2% | -64.6% | +52.4% | +28.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AVTR.
Daily Out/Under-Performance
Portfolio return minus AVTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AVTR 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 5y: compounded portfolio wealth divided by compounded AVTR 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…
5y analysis · Full analysis span regression · 6 months rolling