+1,003.4%
VEEV vs RACE
+647.6%
+355.8%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -1.9% | -1.4% | -2.4% |
| 7D | -0.6% | -2.5% | +1.9% | +0.6% |
| 30D | +28.8% | +0.8% | +28.1% | +28.4% |
| 3M | +54.0% | +17.2% | +36.9% | +43.3% |
| 6M | +46.0% | +13.6% | +32.4% | +36.5% |
| YTD | +23.2% | +12.2% | +11.0% | +15.0% |
| 1Y | +1.9% | -16.3% | +18.1% | +7.7% |
| 3Y | +27.0% | +36.4% | -9.4% | +0.4% |
| 5Y | -13.4% | +95.0% | -108.4% | -43.4% |
| 10Y | +575.2% | +813.2% | -238.0% | +145.1% |
| All | +1,003.4% | +647.6% | +355.8% | +274.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling