+51.5%
RSP vs VEEV
-14.3%
+65.8%
-21.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -3.7% | +2.7% | -0.4% |
| 7D | -0.4% | -5.2% | +4.8% | +0.5% |
| 30D | -1.5% | +14.9% | -16.4% | -4.2% |
| 3M | +4.8% | +58.4% | -53.6% | -4.2% |
| 6M | +10.3% | +35.5% | -25.2% | +3.4% |
| YTD | +14.1% | +18.6% | -4.6% | +9.6% |
| 1Y | +17.0% | -6.3% | +23.4% | +17.6% |
| 3Y | +54.2% | +20.2% | +34.0% | +43.8% |
| 5Y | +51.5% | -13.8% | +65.3% | +44.7% |
| All | +51.5% | -14.3% | +65.8% | +44.7% |
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