-27.1%
RKT vs VEEV
-3.9%
-23.2%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.5% | -0.6% | -0.3% |
| 7D | -6.3% | -4.6% | -1.6% | -4.4% |
| 30D | -6.2% | +8.6% | -14.8% | -9.9% |
| 3M | -1.9% | +62.4% | -64.3% | -20.9% |
| 6M | -13.0% | +40.3% | -53.3% | -26.0% |
| YTD | -31.9% | +17.5% | -49.5% | -37.7% |
| 1Y | -37.6% | -6.1% | -31.5% | -37.5% |
| 3Y | +36.8% | +16.7% | +20.1% | +19.3% |
| 5Y | -9.7% | -13.3% | +3.6% | -16.6% |
| All | -27.1% | -3.9% | -23.2% | -35.4% |
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