+640.3%
VEEV vs RGEN
+1,505.4%
-865.1%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -1.2% | -2.1% | -2.9% |
| 7D | -0.6% | -4.9% | +4.3% | +0.9% |
| 30D | +28.8% | +5.7% | +23.2% | +26.7% |
| 3M | +54.0% | +32.4% | +21.6% | +40.4% |
| 6M | +46.0% | +33.2% | +12.8% | +31.8% |
| YTD | +23.2% | +2.3% | +20.9% | +20.5% |
| 1Y | +1.9% | +39.0% | -37.1% | -10.4% |
| 3Y | +27.0% | -4.6% | +31.7% | +17.1% |
| 5Y | -13.4% | -42.7% | +29.3% | -11.1% |
| 10Y | +575.2% | +433.6% | +141.6% | +267.6% |
| All | +640.3% | +1,505.4% | -865.1% | +256.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling