+54.2%
RGTI vs VEEV
-5.3%
+59.5%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.5% | +0.2% | +0.4% |
| 7D | +0.5% | -4.6% | +5.1% | +3.1% |
| 30D | -17.1% | +8.6% | -25.8% | -22.1% |
| 3M | -26.0% | +62.4% | -88.4% | -46.9% |
| 6M | -9.9% | +40.3% | -50.1% | -30.3% |
| YTD | -31.1% | +17.5% | -48.6% | -40.2% |
| 1Y | -8.5% | -6.1% | -2.4% | -8.4% |
| 3Y | +652.2% | +16.7% | +635.5% | +532.2% |
| 5Y | +56.8% | -13.3% | +70.1% | +27.6% |
| All | +54.2% | -5.3% | +59.5% | +25.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling