+279.2%
RTX vs VEEV
+556.2%
-277.0%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.5% | -0.8% | -0.3% |
| 7D | -1.5% | -4.6% | +3.1% | -0.9% |
| 30D | -11.0% | +8.6% | -19.6% | -12.2% |
| 3M | +7.7% | +62.4% | -54.8% | +0.4% |
| 6M | -3.9% | +40.3% | -44.2% | -8.9% |
| YTD | +9.0% | +17.5% | -8.6% | +5.6% |
| 1Y | +27.3% | -6.1% | +33.4% | +27.4% |
| 3Y | +172.9% | +16.7% | +156.2% | +160.2% |
| 5Y | +165.2% | -13.3% | +178.5% | +159.1% |
| All | +279.2% | +556.2% | -277.0% | +146.9% |
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