+304.1%
RTX vs VEEV
+623.9%
-319.8%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -3.3% | +2.6% | -0.3% |
| 7D | -5.2% | -0.6% | -4.6% | -5.1% |
| 30D | -9.4% | +28.8% | -38.2% | -12.4% |
| 3M | +12.3% | +54.0% | -41.7% | +6.0% |
| 6M | -3.1% | +46.0% | -49.1% | -8.2% |
| YTD | +10.7% | +23.2% | -12.6% | +6.9% |
| 1Y | +28.4% | +1.9% | +26.6% | +27.0% |
| 3Y | +147.1% | +27.0% | +120.0% | +133.9% |
| 5Y | +167.2% | -13.4% | +180.6% | +160.9% |
| 10Y | +274.7% | +575.2% | -300.5% | +171.2% |
| All | +304.1% | +623.9% | -319.8% | +183.4% |
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