+266.8%
VEEV vs REPL
+36.1%
+230.6%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | REPL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -6.4% | +6.2% | 0.0% |
| 7D | -1.9% | +5.3% | -7.2% | -2.2% |
| 30D | +3.0% | +66.6% | -63.6% | +0.3% |
| 3M | +28.8% | +59.6% | -30.7% | +25.6% |
| 6M | +91.3% | +482.4% | -391.1% | +67.5% |
| YTD | +36.5% | +124.1% | -87.5% | +21.9% |
| 1Y | +1.9% | +138.6% | -136.7% | -9.4% |
| 3Y | +84.6% | +96.0% | -11.4% | +35.8% |
| 5Y | -2.6% | -35.4% | +32.8% | -20.5% |
| All | +266.8% | +36.1% | +230.6% | +134.4% |
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