+669.4%
VEEV vs RBA
+209.3%
+460.1%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.5% | +0.2% | -0.1% |
| 7D | -1.9% | +0.6% | -2.5% | -2.1% |
| 30D | +3.0% | +9.0% | -5.9% | +0.2% |
| 3M | +28.8% | +7.2% | +21.7% | +25.7% |
| 6M | +91.3% | -7.8% | +99.0% | +94.0% |
| YTD | +36.5% | -6.4% | +42.9% | +37.5% |
| 1Y | +1.9% | -4.2% | +6.1% | +1.9% |
| 3Y | +84.6% | +64.1% | +20.6% | +53.7% |
| 5Y | -2.6% | +48.4% | -51.0% | -18.7% |
| 10Y | +669.4% | +209.9% | +459.5% | +393.0% |
| All | +669.4% | +209.3% | +460.1% | +393.0% |
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