-14.8%
VEEV vs RACE
+87.3%
-102.1%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.9% | -0.6% | -1.1% |
| 7D | -7.1% | -2.6% | -4.5% | -6.0% |
| 30D | +11.1% | -1.1% | +12.2% | +11.6% |
| 3M | +55.5% | +12.5% | +43.0% | +47.6% |
| 6M | +33.4% | +17.4% | +15.9% | +23.3% |
| YTD | +16.8% | +10.1% | +6.7% | +10.3% |
| 1Y | -7.7% | -15.1% | +7.4% | -2.3% |
| 3Y | +18.4% | +38.9% | -20.5% | -15.8% |
| 5Y | -14.8% | +90.7% | -105.5% | -54.2% |
| All | -14.8% | +87.3% | -102.1% | -54.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling