+601.8%
VEEV vs RJF
+647.1%
-45.2%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RJF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.6% | -0.9% | -1.3% |
| 7D | -7.1% | -0.3% | -6.8% | -7.0% |
| 30D | +11.1% | -2.0% | +13.1% | +11.9% |
| 3M | +55.5% | +16.3% | +39.2% | +47.0% |
| 6M | +33.4% | +16.9% | +16.4% | +25.5% |
| YTD | +16.8% | +10.4% | +6.4% | +11.8% |
| 1Y | -7.7% | +7.4% | -15.2% | -11.0% |
| 3Y | +18.4% | +72.2% | -53.8% | -6.7% |
| 5Y | -14.8% | +105.1% | -119.9% | -38.2% |
| 10Y | +546.5% | +430.9% | +115.6% | +171.3% |
| All | +601.8% | +647.1% | -45.2% | +96.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling