+720.2%
VEEV vs RBA
+568.6%
+151.6%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.5% | +0.2% | -0.1% |
| 7D | -1.9% | +0.6% | -2.5% | -2.0% |
| 30D | +3.0% | +9.0% | -5.9% | +0.4% |
| 3M | +28.8% | +7.2% | +21.7% | +26.0% |
| 6M | +91.3% | -7.8% | +99.0% | +93.8% |
| YTD | +36.5% | -6.4% | +42.9% | +37.4% |
| 1Y | +1.9% | -4.2% | +6.1% | +1.9% |
| 3Y | +84.6% | +64.1% | +20.6% | +56.8% |
| 5Y | -2.6% | +48.4% | -51.0% | -17.0% |
| 10Y | +669.4% | +209.9% | +459.5% | +426.5% |
| All | +720.2% | +568.6% | +151.6% | +301.2% |
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