+640.3%
VEEV vs RBA
+483.8%
+156.5%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +33.4% |
| 3M | +54.0% | -20.5% | +74.6% | +63.0% |
| 6M | +46.0% | -18.5% | +64.5% | +53.2% |
| YTD | +23.2% | -18.2% | +41.5% | +29.1% |
| 1Y | +1.9% | -27.5% | +29.4% | +10.1% |
| 3Y | +27.0% | +38.1% | -11.1% | +13.1% |
| 5Y | -13.4% | +44.8% | -58.2% | -25.6% |
| 10Y | +575.2% | +187.1% | +388.1% | +375.4% |
| All | +640.3% | +483.8% | +156.5% | +276.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling