+546.5%
VEEV vs RBA
+189.2%
+357.3%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.7% | -0.9% | -1.3% |
| 7D | -7.1% | -1.9% | -5.2% | -6.5% |
| 30D | +11.1% | -13.0% | +24.1% | +15.8% |
| 3M | +55.5% | -23.1% | +78.6% | +67.2% |
| 6M | +33.4% | -22.6% | +55.9% | +42.8% |
| YTD | +16.8% | -20.4% | +37.2% | +23.9% |
| 1Y | -7.7% | -29.6% | +21.8% | +1.3% |
| 3Y | +18.4% | +26.6% | -8.2% | +6.7% |
| 5Y | -14.8% | +38.2% | -53.0% | -27.4% |
| 10Y | +546.5% | +194.7% | +351.8% | +314.1% |
| All | +546.5% | +189.2% | +357.3% | +314.1% |
Cumulative growth
Daily Returns
Daily percentage return beside RBA.
Daily Out/Under-Performance
Portfolio return minus RBA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RBA 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 10y: compounded portfolio wealth divided by compounded RBA 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…
10y analysis · Full analysis span regression · 6 months rolling