+16.0%
VEEV vs JAAA
+18.9%
-2.9%
-50.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JAAA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | 0.0% | +0.1% | +0.1% |
| 7D | -8.2% | +0.1% | -8.3% | -8.4% |
| 30D | +10.3% | +0.4% | +9.9% | +9.2% |
| 3M | +59.4% | +1.2% | +58.2% | +55.0% |
| 6M | +37.6% | +2.7% | +34.9% | +29.6% |
| YTD | +16.9% | +3.2% | +13.7% | +9.1% |
| 1Y | -5.0% | +4.8% | -9.8% | -14.0% |
| All | +16.0% | +18.9% | -2.9% | +42.1% |
Cumulative growth
Daily Returns
Daily percentage return beside JAAA.
Daily Out/Under-Performance
Portfolio return minus JAAA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JAAA 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 3y: compounded portfolio wealth divided by compounded JAAA 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…
3y analysis · Full analysis span regression · 6 months rolling