+711.4%
VEEV vs RMD
+415.5%
+295.9%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.3% | -0.6% | -0.4% |
| 7D | -0.7% | +2.1% | -2.8% | -1.5% |
| 30D | +1.4% | +2.1% | -0.7% | +0.2% |
| 3M | +19.4% | +6.2% | +13.1% | +16.1% |
| 6M | +93.6% | +19.4% | +74.2% | +78.7% |
| YTD | +35.1% | +0.5% | +34.5% | +32.7% |
| 1Y | +3.4% | -3.9% | +7.3% | +3.2% |
| 3Y | +81.4% | +72.5% | +8.8% | +35.6% |
| 5Y | -5.1% | -1.5% | -3.6% | -11.1% |
| 10Y | +661.2% | +345.8% | +315.5% | +298.6% |
| All | +711.4% | +415.5% | +295.9% | +288.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling