+1.9%
VEEV vs RRX
+14.9%
-13.0%
-50.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +0.2% | -3.4% | -3.2% |
| 7D | -0.6% | +3.4% | -4.0% | -0.1% |
| 30D | +28.8% | -11.1% | +40.0% | +26.9% |
| 3M | +54.0% | -23.7% | +77.8% | +49.4% |
| 6M | +46.0% | -22.0% | +67.9% | +42.6% |
| YTD | +23.2% | +16.5% | +6.8% | +19.3% |
| 1Y | +1.9% | +11.5% | -9.6% | +1.4% |
| All | +1.9% | +14.9% | -13.0% | +1.4% |
Cumulative growth
Daily Returns
Daily percentage return beside RRX.
Daily Out/Under-Performance
Portfolio return minus RRX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRX 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 1y: compounded portfolio wealth divided by compounded RRX 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…
1y analysis · Full analysis span regression · 6 months rolling