-4.4%
VEEV vs RGEN
-35.5%
+31.0%
-52.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.8% | -1.1% | -0.5% |
| 7D | -0.7% | -3.3% | +2.6% | +0.2% |
| 30D | +1.4% | -5.8% | +7.2% | +2.8% |
| 3M | +19.4% | +0.2% | +19.2% | +18.4% |
| 6M | +93.6% | +56.8% | +36.9% | +67.7% |
| YTD | +35.1% | +2.4% | +32.7% | +31.4% |
| 1Y | +3.4% | +11.4% | -8.1% | -2.2% |
| 3Y | +81.4% | +15.2% | +66.2% | +58.5% |
| All | -4.4% | -35.5% | +31.0% | -9.3% |
Cumulative growth
Daily Returns
Daily percentage return beside RGEN.
Daily Out/Under-Performance
Portfolio return minus RGEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RGEN 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 RGEN 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