+713.8%
VEEV vs RBA
+558.7%
+155.1%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.5% | +0.7% | -0.4% |
| 7D | -2.5% | -0.5% | -1.9% | -2.3% |
| 30D | +0.3% | +6.8% | -6.6% | -1.7% |
| 3M | +25.2% | +9.5% | +15.8% | +21.8% |
| 6M | +89.7% | -8.2% | +97.9% | +92.4% |
| YTD | +35.5% | -7.7% | +43.2% | +36.9% |
| 1Y | +1.8% | -6.9% | +8.7% | +2.7% |
| 3Y | +83.2% | +61.6% | +21.6% | +56.2% |
| 5Y | -4.8% | +44.7% | -49.5% | -18.3% |
| 10Y | +663.5% | +205.3% | +458.1% | +424.5% |
| All | +713.8% | +558.7% | +155.1% | +299.7% |
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