-9.7%
RKT vs VEEV
-14.9%
+5.2%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.1% | -1.9% | -1.8% |
| 7D | -7.2% | -8.2% | +1.0% | -3.7% |
| 30D | -7.9% | +10.3% | -18.2% | -12.2% |
| 3M | +5.2% | +59.4% | -54.2% | -15.2% |
| 6M | -14.9% | +37.6% | -52.5% | -27.4% |
| YTD | -31.9% | +16.9% | -48.8% | -37.7% |
| 1Y | -36.9% | -5.0% | -31.9% | -37.1% |
| 3Y | +35.7% | +18.5% | +17.3% | +16.2% |
| 5Y | -9.7% | -13.8% | +4.1% | -16.4% |
| All | -9.7% | -14.9% | +5.2% | -16.4% |
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 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