-5.2%
VEEV vs RACE
+65.0%
-70.2%
-52.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.5% | -0.6% | -1.4% |
| 7D | -2.9% | +5.1% | -8.0% | -5.1% |
| 30D | +7.5% | +7.7% | -0.2% | +4.1% |
| 3M | +39.5% | +2.2% | +37.3% | +37.8% |
| 6M | +81.5% | +23.8% | +57.7% | +64.6% |
| YTD | +36.1% | +13.9% | +22.2% | +26.3% |
| 1Y | +4.3% | +3.8% | +0.5% | +1.2% |
| 3Y | +54.8% | +28.0% | +26.8% | +18.2% |
| All | -5.2% | +65.0% | -70.2% | -46.8% |
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