+640.3%
VEEV vs RMD
+390.1%
+250.2%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.4% | -2.9% | -3.1% |
| 7D | -0.6% | -5.0% | +4.4% | +1.4% |
| 30D | +28.8% | +2.2% | +26.6% | +27.4% |
| 3M | +54.0% | +17.8% | +36.2% | +44.0% |
| 6M | +46.0% | -11.3% | +57.3% | +51.8% |
| YTD | +23.2% | -4.4% | +27.7% | +23.9% |
| 1Y | +1.9% | -15.7% | +17.6% | +7.5% |
| 3Y | +27.0% | +47.7% | -20.7% | +1.4% |
| 5Y | -13.4% | -19.2% | +5.8% | -11.7% |
| 10Y | +575.2% | +280.4% | +294.8% | +272.1% |
| All | +640.3% | +390.1% | +250.2% | +262.4% |
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