+16.0%
VEEV vs RMD
+50.8%
-34.7%
-50.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.2% | +0.2% | +0.1% |
| 7D | -8.2% | -4.2% | -4.0% | -7.3% |
| 30D | +10.3% | -2.1% | +12.4% | +10.9% |
| 3M | +59.4% | +13.8% | +45.6% | +54.5% |
| 6M | +37.6% | -10.6% | +48.2% | +40.8% |
| YTD | +16.9% | -8.1% | +25.0% | +18.5% |
| 1Y | -5.0% | -18.0% | +13.0% | -0.9% |
| All | +16.0% | +50.8% | -34.7% | +1.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling