-13.8%
VEEV vs RGEN
-44.2%
+30.4%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.2% | +0.3% | +0.1% |
| 7D | -8.2% | -2.9% | -5.3% | -7.5% |
| 30D | +10.3% | -0.1% | +10.4% | +10.3% |
| 3M | +59.4% | +25.9% | +33.4% | +48.4% |
| 6M | +37.6% | +35.2% | +2.4% | +24.8% |
| YTD | +16.9% | +0.5% | +16.4% | +15.2% |
| 1Y | -5.0% | +37.0% | -41.9% | -15.2% |
| 3Y | +18.5% | +2.0% | +16.4% | +8.2% |
| 5Y | -13.8% | -44.2% | +30.4% | -14.5% |
| All | -13.8% | -44.2% | +30.4% | -14.5% |
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