+606.1%
VEEV vs AZO
+574.9%
+31.2%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.2% | +0.7% | +0.6% |
| 7D | -4.6% | -3.6% | -1.0% | -3.6% |
| 30D | +8.6% | -5.6% | +14.2% | +10.4% |
| 3M | +62.4% | -6.6% | +69.1% | +65.5% |
| 6M | +40.3% | -22.5% | +62.8% | +50.1% |
| YTD | +17.5% | -15.2% | +32.7% | +21.9% |
| 1Y | -6.1% | -33.9% | +27.8% | +4.8% |
| 3Y | +16.7% | +11.8% | +4.9% | +9.1% |
| 5Y | -13.3% | +85.5% | -98.9% | -32.0% |
| 10Y | +550.5% | +298.2% | +252.3% | +301.4% |
| All | +606.1% | +574.9% | +31.2% | +163.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AZO.
Daily Out/Under-Performance
Portfolio return minus AZO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AZO 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 AZO 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