+53.1%
RGTI vs VEEV
-5.8%
+58.9%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.1% | -0.6% | -0.6% |
| 7D | -0.1% | -8.2% | +8.1% | +4.8% |
| 30D | -16.2% | +10.3% | -26.5% | -21.9% |
| 3M | -22.0% | +59.4% | -81.4% | -43.4% |
| 6M | -10.8% | +37.6% | -48.4% | -30.1% |
| YTD | -31.6% | +16.9% | -48.5% | -40.4% |
| 1Y | -6.4% | -5.0% | -1.4% | -7.1% |
| 3Y | +665.7% | +18.5% | +647.2% | +537.6% |
| 5Y | +55.6% | -13.8% | +69.5% | +27.1% |
| All | +53.1% | -5.8% | +58.9% | +24.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling