+270.4%
RCL vs VEEV
+82.5%
+187.9%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.3% | +1.1% | +0.9% |
| 7D | +8.5% | +0.8% | +7.7% | +8.3% |
| 30D | +20.4% | +3.2% | +17.2% | +19.4% |
| 3M | +11.0% | +30.2% | -19.2% | +3.1% |
| 6M | +24.9% | +83.7% | -58.8% | +4.7% |
| YTD | +23.9% | +36.9% | -13.0% | +13.2% |
| 1Y | +30.8% | +3.3% | +27.5% | +30.1% |
| 3Y | +270.4% | +85.1% | +185.3% | +193.8% |
| All | +270.4% | +82.5% | +187.9% | +193.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VEEV.
Daily Out/Under-Performance
Portfolio return minus VEEV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEEV 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 VEEV 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