+601.8%
VEEV vs RSG
+749.4%
-147.6%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RSG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +0.4% | -1.9% | -1.7% |
| 7D | -7.1% | 0.0% | -7.1% | -7.1% |
| 30D | +11.1% | +3.7% | +7.5% | +9.1% |
| 3M | +55.5% | +6.2% | +49.4% | +51.0% |
| 6M | +33.4% | -2.8% | +36.1% | +34.7% |
| YTD | +16.8% | +5.9% | +10.9% | +12.9% |
| 1Y | -7.7% | -1.8% | -6.0% | -7.6% |
| 3Y | +18.4% | +57.5% | -39.1% | -9.7% |
| 5Y | -14.8% | +91.1% | -105.9% | -42.6% |
| 10Y | +546.5% | +428.1% | +118.4% | +129.5% |
| All | +601.8% | +749.4% | -147.6% | +80.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling