+39.4%
RKT vs VEEV
+18.2%
+21.2%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -1.5% | -1.2% | -2.2% |
| 7D | -1.0% | -7.1% | +6.1% | +1.7% |
| 30D | -2.4% | +11.1% | -13.5% | -6.3% |
| 3M | +1.9% | +55.5% | -53.6% | -13.3% |
| 6M | -13.9% | +33.4% | -47.2% | -22.9% |
| YTD | -30.6% | +16.8% | -47.5% | -35.2% |
| 1Y | -34.4% | -7.7% | -26.6% | -33.7% |
| All | +39.4% | +18.2% | +21.2% | +19.5% |
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