-13.8%
VEEV vs RCAT
+192.8%
-206.6%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +3.9% | -7.6% | -3.9% |
| 7D | -5.2% | +5.4% | -10.5% | -5.3% |
| 30D | +14.9% | -5.6% | +20.5% | +15.0% |
| 3M | +58.4% | -30.2% | +88.6% | +59.8% |
| 6M | +35.5% | -43.4% | +78.9% | +36.9% |
| YTD | +18.6% | +9.6% | +9.0% | +16.9% |
| 1Y | -6.3% | -2.0% | -4.4% | -7.9% |
| 3Y | +20.2% | +825.0% | -804.8% | +3.0% |
| 5Y | -13.8% | +199.8% | -213.6% | -25.5% |
| All | -13.8% | +192.8% | -206.6% | -25.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling