+70.4%
VEEV vs RVMD
+622.3%
-551.9%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RVMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.2% | +0.3% | +0.5% |
| 7D | -4.6% | -3.0% | -1.6% | -4.2% |
| 30D | +8.6% | -0.7% | +9.4% | +8.7% |
| 3M | +62.4% | +36.5% | +25.9% | +54.7% |
| 6M | +40.3% | +104.6% | -64.4% | +24.1% |
| YTD | +17.5% | +155.8% | -138.3% | -0.8% |
| 1Y | -6.1% | +340.7% | -346.8% | -27.7% |
| 3Y | +16.7% | +519.9% | -503.3% | -18.8% |
| 5Y | -13.3% | +584.9% | -598.3% | -45.0% |
| All | +70.4% | +622.3% | -551.9% | +0.5% |
Cumulative growth
Daily Returns
Daily percentage return beside RVMD.
Daily Out/Under-Performance
Portfolio return minus RVMD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RVMD 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 RVMD 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