+546.5%
VEEV vs RACE
+783.2%
-236.7%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.9% | -0.6% | -1.1% |
| 7D | -7.1% | -2.6% | -4.5% | -5.9% |
| 30D | +11.1% | -1.1% | +12.2% | +11.7% |
| 3M | +55.5% | +12.5% | +43.0% | +46.9% |
| 6M | +33.4% | +17.4% | +15.9% | +22.4% |
| YTD | +16.8% | +10.1% | +6.7% | +9.6% |
| 1Y | -7.7% | -15.1% | +7.4% | -2.7% |
| 3Y | +18.4% | +38.9% | -20.5% | -9.6% |
| 5Y | -14.8% | +90.7% | -105.5% | -46.1% |
| 10Y | +546.5% | +801.8% | -255.3% | +115.3% |
| All | +546.5% | +783.2% | -236.7% | +115.3% |
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