+209.8%
RSP vs VEEV
+538.1%
-328.3%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.5% | +0.6% | -0.7% |
| 7D | -1.8% | -7.1% | +5.3% | -0.4% |
| 30D | -2.5% | +11.1% | -13.7% | -4.9% |
| 3M | +3.0% | +55.5% | -52.5% | -6.4% |
| 6M | +8.9% | +33.4% | -24.5% | +1.6% |
| YTD | +13.0% | +16.8% | -3.9% | +8.0% |
| 1Y | +16.2% | -7.7% | +24.0% | +16.5% |
| 3Y | +52.7% | +18.4% | +34.3% | +41.9% |
| 5Y | +50.5% | -14.8% | +65.3% | +45.4% |
| 10Y | +209.8% | +546.5% | -336.7% | +89.0% |
| All | +209.8% | +538.1% | -328.3% | +89.0% |
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