-12.2%
VEEV vs RJF
+104.0%
-116.3%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RJF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | 0.0% | +0.6% | +0.6% |
| 7D | -4.6% | -2.7% | -1.9% | -3.7% |
| 30D | +8.6% | -4.3% | +12.9% | +10.3% |
| 3M | +62.4% | +15.7% | +46.7% | +54.0% |
| 6M | +40.3% | +17.8% | +22.4% | +31.7% |
| YTD | +17.5% | +9.2% | +8.4% | +13.0% |
| 1Y | -6.1% | +2.8% | -8.9% | -7.9% |
| 3Y | +16.7% | +69.5% | -52.8% | -8.8% |
| All | -12.2% | +104.0% | -116.3% | -37.1% |
Cumulative growth
Daily Returns
Daily percentage return beside RJF.
Daily Out/Under-Performance
Portfolio return minus RJF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RJF 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 RJF 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