-14.8%
VEEV vs RMD
-22.9%
+8.1%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.5% | -1.0% | -1.3% |
| 7D | -7.1% | -4.7% | -2.4% | -5.5% |
| 30D | +11.1% | +0.2% | +10.9% | +11.0% |
| 3M | +55.5% | +12.0% | +43.5% | +49.1% |
| 6M | +33.4% | -12.5% | +45.9% | +39.1% |
| YTD | +16.8% | -7.9% | +24.8% | +19.1% |
| 1Y | -7.7% | -20.4% | +12.6% | -0.8% |
| 3Y | +18.4% | +53.1% | -34.7% | -7.9% |
| 5Y | -14.8% | -22.1% | +7.3% | -11.8% |
| All | -14.8% | -22.9% | +8.1% | -11.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling