+227.1%
RCL vs VEEV
-15.0%
+242.2%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.5% | -0.3% | -1.2% |
| 7D | -2.2% | -7.1% | +4.9% | +0.4% |
| 30D | -15.7% | +11.1% | -26.8% | -19.6% |
| 3M | -8.0% | +55.5% | -63.5% | -23.4% |
| 6M | -10.1% | +33.4% | -43.5% | -21.1% |
| YTD | -5.9% | +16.8% | -22.7% | -13.1% |
| 1Y | -23.5% | -7.7% | -15.7% | -22.6% |
| 3Y | +174.4% | +18.4% | +156.0% | +139.8% |
| 5Y | +227.1% | -14.8% | +241.9% | +178.1% |
| All | +227.1% | -15.0% | +242.2% | +178.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling