+267.0%
RTX vs VEEV
+659.1%
-392.1%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.8% | -0.7% | -1.4% |
| 7D | +3.4% | -2.5% | +5.9% | +3.7% |
| 30D | +8.4% | +0.3% | +8.1% | +8.3% |
| 3M | -10.7% | +25.2% | -35.9% | -13.6% |
| 6M | +11.7% | +89.7% | -78.0% | +1.7% |
| YTD | +9.3% | +35.5% | -26.1% | +3.9% |
| 1Y | +13.3% | +1.8% | +11.5% | +12.3% |
| 3Y | +156.1% | +83.2% | +72.9% | +128.2% |
| 5Y | +148.5% | -4.8% | +153.3% | +140.4% |
| All | +267.0% | +659.1% | -392.1% | +139.1% |
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 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