+86.8%
VEEV vs AVTR
+3.6%
+83.2%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +1.9% | -5.6% | -4.3% |
| 7D | -5.2% | +7.4% | -12.5% | -7.2% |
| 30D | +14.9% | +12.2% | +2.7% | +11.0% |
| 3M | +58.4% | +57.4% | +1.0% | +37.2% |
| 6M | +35.5% | +86.7% | -51.2% | +10.9% |
| YTD | +18.6% | +33.1% | -14.4% | +7.3% |
| 1Y | -6.3% | +16.1% | -22.5% | -13.8% |
| 3Y | +20.2% | -24.6% | +44.8% | +21.7% |
| 5Y | -13.8% | -63.5% | +49.7% | +11.3% |
| All | +86.8% | +3.6% | +83.2% | +78.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling