-4.4%
VEEV vs RMD
-7.7%
+3.2%
-52.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.3% | -0.6% | -0.4% |
| 7D | -0.7% | +2.1% | -2.8% | -1.4% |
| 30D | +1.4% | +2.1% | -0.7% | +0.3% |
| 3M | +19.4% | +6.2% | +13.1% | +16.4% |
| 6M | +93.6% | +19.4% | +74.2% | +80.2% |
| YTD | +35.1% | +0.5% | +34.5% | +33.0% |
| 1Y | +3.4% | -3.9% | +7.3% | +3.3% |
| 3Y | +81.4% | +72.5% | +8.8% | +34.0% |
| All | -4.4% | -7.7% | +3.2% | -4.9% |
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