+24.9%
VEEV vs RBA
+31.7%
-6.8%
-50.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +0.3% | -3.6% | -3.4% |
| 7D | -0.6% | -2.9% | +2.3% | +0.2% |
| 30D | +28.8% | -12.3% | +41.1% | +33.1% |
| 3M | +54.0% | -20.5% | +74.6% | +62.3% |
| 6M | +46.0% | -18.5% | +64.5% | +52.5% |
| YTD | +23.2% | -18.2% | +41.5% | +28.8% |
| 1Y | +1.9% | -27.5% | +29.4% | +9.5% |
| All | +24.9% | +31.7% | -6.8% | +13.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling