+1,118.3%
VEEV vs RACE
+658.9%
+459.5%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +4.0% |
| 3M | +39.5% | +2.2% | +37.3% | +37.8% |
| 6M | +81.5% | +23.8% | +57.7% | +64.1% |
| YTD | +36.1% | +13.9% | +22.2% | +25.9% |
| 1Y | +4.3% | +3.8% | +0.5% | +0.7% |
| 3Y | +54.8% | +28.0% | +26.8% | +26.8% |
| 5Y | -4.7% | +64.9% | -69.7% | -32.9% |
| 10Y | +709.1% | +780.4% | -71.3% | +195.9% |
| All | +1,118.3% | +658.9% | +459.5% | +309.3% |
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 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