+711.4%
VEEV vs RRC
-29.8%
+741.2%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.7% | -1.0% | -0.4% |
| 7D | -0.7% | +6.4% | -7.1% | -1.3% |
| 30D | +1.4% | +23.9% | -22.5% | -0.8% |
| 3M | +19.4% | +30.2% | -10.8% | +16.2% |
| 6M | +93.6% | +26.3% | +67.4% | +88.9% |
| YTD | +35.1% | +48.1% | -13.0% | +29.5% |
| 1Y | +3.4% | +37.7% | -34.3% | -0.3% |
| 3Y | +81.4% | +60.3% | +21.1% | +70.9% |
| 5Y | -5.1% | +135.3% | -140.4% | -15.3% |
| 10Y | +661.2% | +73.3% | +587.9% | +552.0% |
| All | +711.4% | -29.8% | +741.2% | +607.8% |
Cumulative growth
Daily Returns
Daily percentage return beside RRC.
Daily Out/Under-Performance
Portfolio return minus RRC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRC 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 RRC 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