+1,129.0%
VEEV vs RACE
+663.9%
+465.1%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.7% | +0.2% | +0.6% |
| 7D | -0.2% | +3.9% | -4.1% | -1.9% |
| 30D | +3.5% | +7.4% | -4.0% | +0.2% |
| 3M | +32.9% | +1.6% | +31.3% | +31.7% |
| 6M | +84.2% | +23.3% | +60.9% | +66.8% |
| YTD | +37.3% | +14.7% | +22.6% | +26.7% |
| 1Y | +3.9% | +2.5% | +1.4% | +0.9% |
| 3Y | +83.9% | +28.0% | +55.9% | +50.6% |
| 5Y | -4.3% | +69.8% | -74.1% | -33.4% |
| 10Y | +669.1% | +734.9% | -65.8% | +185.8% |
| All | +1,129.0% | +663.9% | +465.1% | +311.7% |
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