+543.1%
VEEV vs RMD
+274.3%
+268.8%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.6% | +1.1% | +0.8% |
| 7D | -4.6% | -4.4% | -0.2% | -2.8% |
| 30D | +8.6% | -3.1% | +11.8% | +10.1% |
| 3M | +62.4% | +13.8% | +48.6% | +53.4% |
| 6M | +40.3% | -8.6% | +48.8% | +44.3% |
| YTD | +17.5% | -8.6% | +26.2% | +20.5% |
| 1Y | -6.1% | -19.7% | +13.6% | +1.5% |
| 3Y | +16.7% | +48.4% | -31.7% | -9.3% |
| 5Y | -13.3% | -22.7% | +9.4% | -9.6% |
| All | +543.1% | +274.3% | +268.8% | +209.3% |
Cumulative growth
Daily Returns
Daily percentage return beside RMD.
Daily Out/Under-Performance
Portfolio return minus RMD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RMD 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 10y: compounded portfolio wealth divided by compounded RMD 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…
10y analysis · Full analysis span regression · 6 months rolling