+311.6%
RSP vs VEEV
+695.8%
-384.3%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.8% | -0.1% | -0.7% |
| 7D | +1.8% | -2.5% | +4.3% | +2.2% |
| 30D | +3.5% | +0.3% | +3.2% | +3.4% |
| 3M | +0.2% | +25.2% | -25.0% | -4.0% |
| 6M | +9.1% | +89.7% | -80.6% | -3.3% |
| YTD | +16.6% | +35.5% | -18.9% | +9.1% |
| 1Y | +17.9% | +1.8% | +16.1% | +16.0% |
| 3Y | +64.6% | +83.2% | -18.6% | +43.1% |
| 5Y | +48.4% | -4.8% | +53.2% | +40.9% |
| 10Y | +212.9% | +663.5% | -450.6% | +110.4% |
| All | +311.6% | +695.8% | -384.3% | +164.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling