-4.8%
VEEV vs RCAT
+57.4%
-62.2%
-52.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -8.3% | +7.5% | -0.5% |
| 7D | -2.5% | +15.6% | -18.0% | -3.0% |
| 30D | +0.3% | -24.1% | +24.4% | +1.0% |
| 3M | +25.2% | -61.9% | +87.1% | +29.1% |
| 6M | +89.7% | -64.3% | +154.0% | +95.2% |
| YTD | +35.5% | -50.4% | +85.9% | +36.7% |
| 1Y | +1.8% | -54.0% | +55.9% | +2.8% |
| 3Y | +83.2% | +347.2% | -264.0% | +56.0% |
| 5Y | -4.8% | +45.7% | -50.5% | -14.9% |
| All | -4.8% | +57.4% | -62.2% | -14.9% |
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