+162.9%
RTX vs VEEV
-15.0%
+177.9%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.5% | +0.9% | -0.5% |
| 7D | -1.6% | -7.1% | +5.5% | -0.9% |
| 30D | -11.6% | +11.1% | -22.7% | -12.6% |
| 3M | +9.2% | +55.5% | -46.4% | +4.3% |
| 6M | -4.4% | +33.4% | -37.8% | -7.4% |
| YTD | +8.9% | +16.8% | -7.9% | +6.9% |
| 1Y | +32.1% | -7.7% | +39.9% | +33.4% |
| 3Y | +151.2% | +18.4% | +132.9% | +143.0% |
| 5Y | +162.9% | -14.8% | +177.7% | +155.8% |
| All | +162.9% | -15.0% | +177.9% | +155.8% |
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