+306.9%
RSP vs VEEV
+623.9%
-317.1%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -3.3% | +2.8% | +0.1% |
| 7D | -0.8% | -0.6% | -0.2% | -0.7% |
| 30D | -0.3% | +28.8% | -29.2% | -5.0% |
| 3M | +4.3% | +54.0% | -49.7% | -3.9% |
| 6M | +8.8% | +46.0% | -37.1% | +0.8% |
| YTD | +15.3% | +23.2% | -8.0% | +9.8% |
| 1Y | +18.3% | +1.9% | +16.4% | +16.3% |
| 3Y | +52.8% | +27.0% | +25.8% | +41.8% |
| 5Y | +51.7% | -13.4% | +65.1% | +46.5% |
| 10Y | +208.5% | +575.2% | -366.8% | +111.7% |
| All | +306.9% | +623.9% | -317.1% | +165.7% |
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 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