+299.6%
RTX vs VEEV
+693.5%
-393.9%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.3% | +0.4% | +0.1% |
| 7D | +4.8% | -0.7% | +5.5% | +4.9% |
| 30D | +6.5% | +1.4% | +5.1% | +6.3% |
| 3M | -9.6% | +19.4% | -29.0% | -11.8% |
| 6M | +12.3% | +93.6% | -81.3% | +2.9% |
| YTD | +9.5% | +35.1% | -25.6% | +4.4% |
| 1Y | +15.8% | +3.4% | +12.5% | +14.4% |
| 3Y | +157.0% | +81.4% | +75.6% | +132.2% |
| 5Y | +148.8% | -5.1% | +153.9% | +140.1% |
| 10Y | +264.0% | +661.2% | -397.2% | +159.6% |
| All | +299.6% | +693.5% | -393.9% | +176.9% |
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 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