+657.9%
VEEV vs RACE
+717.8%
-59.9%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -2.5% | +1.7% | +0.4% |
| 7D | -2.5% | -4.0% | +1.5% | -0.6% |
| 30D | +0.3% | +3.5% | -3.3% | -1.5% |
| 3M | +25.2% | -0.4% | +25.6% | +25.1% |
| 6M | +89.7% | +23.2% | +66.5% | +70.9% |
| YTD | +35.5% | +11.0% | +24.5% | +26.3% |
| 1Y | +1.8% | -2.2% | +4.1% | +1.0% |
| 3Y | +83.2% | +22.5% | +60.7% | +50.2% |
| 5Y | -4.8% | +63.2% | -68.0% | -35.3% |
| All | +657.9% | +717.8% | -59.9% | +178.2% |
Cumulative growth
Daily Returns
Daily percentage return beside RACE.
Daily Out/Under-Performance
Portfolio return minus RACE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RACE 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 RACE 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