+543.1%
VEEV vs RSG
+428.9%
+114.2%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RSG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.8% | -0.2% | +0.2% |
| 7D | -4.6% | 0.0% | -4.6% | -4.6% |
| 30D | +8.6% | +4.0% | +4.7% | +6.6% |
| 3M | +62.4% | +7.4% | +55.1% | +57.0% |
| 6M | +40.3% | +0.1% | +40.1% | +39.7% |
| YTD | +17.5% | +6.0% | +11.5% | +13.7% |
| 1Y | -6.1% | -3.0% | -3.1% | -5.4% |
| 3Y | +16.7% | +56.5% | -39.8% | -10.2% |
| 5Y | -13.3% | +90.9% | -104.3% | -41.1% |
| All | +543.1% | +428.9% | +114.2% | +127.7% |
Cumulative growth
Daily Returns
Daily percentage return beside RSG.
Daily Out/Under-Performance
Portfolio return minus RSG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RSG 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 10y: compounded portfolio wealth divided by compounded RSG 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…
10y analysis · Full analysis span regression · 6 months rolling