+539.7%
VEEV vs RCAT
-98.5%
+638.2%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.6% | +0.7% | +0.1% |
| 7D | -8.2% | -5.4% | -2.8% | -8.2% |
| 30D | +10.3% | -24.2% | +34.5% | +10.5% |
| 3M | +59.4% | -25.8% | +85.2% | +59.6% |
| 6M | +37.6% | -44.9% | +82.5% | +38.0% |
| YTD | +16.9% | +1.9% | +15.0% | +16.6% |
| 1Y | -5.0% | -5.2% | +0.2% | -5.3% |
| 3Y | +18.5% | +759.6% | -741.1% | +15.1% |
| 5Y | -13.8% | +187.5% | -201.4% | -16.1% |
| All | +539.7% | -98.5% | +638.2% | +469.2% |
Cumulative growth
Daily Returns
Daily percentage return beside RCAT.
Daily Out/Under-Performance
Portfolio return minus RCAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RCAT 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 RCAT 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