+262.9%
VEEV vs REPL
+36.8%
+226.0%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | REPL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.4% | +0.1% | -0.3% |
| 7D | -0.7% | +1.2% | -2.0% | -0.8% |
| 30D | +1.4% | +92.2% | -90.8% | -1.8% |
| 3M | +19.4% | +44.1% | -24.8% | +16.9% |
| 6M | +93.6% | +313.0% | -219.4% | +73.2% |
| YTD | +35.1% | +125.2% | -90.1% | +20.6% |
| 1Y | +3.4% | +143.8% | -140.4% | -8.3% |
| 3Y | +81.4% | +104.2% | -22.8% | +32.7% |
| 5Y | -5.1% | -34.5% | +29.5% | -22.6% |
| All | +262.9% | +36.8% | +226.0% | +131.8% |
Cumulative growth
Daily Returns
Daily percentage return beside REPL.
Daily Out/Under-Performance
Portfolio return minus REPL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × REPL 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 REPL 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