-14.8%
VEEV vs RVTY
-34.2%
+19.4%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -2.5% | +1.0% | -0.6% |
| 7D | -7.1% | -5.4% | -1.7% | -5.1% |
| 30D | +11.1% | +6.7% | +4.4% | +8.5% |
| 3M | +55.5% | +19.0% | +36.5% | +44.9% |
| 6M | +33.4% | +34.6% | -1.3% | +17.4% |
| YTD | +16.8% | +28.3% | -11.4% | +4.5% |
| 1Y | -7.7% | +46.0% | -53.8% | -22.5% |
| 3Y | +18.4% | +16.9% | +1.5% | +4.4% |
| 5Y | -14.8% | -32.9% | +18.1% | -1.1% |
| All | -14.8% | -34.2% | +19.4% | -1.1% |
Cumulative growth
Daily Returns
Daily percentage return beside RVTY.
Daily Out/Under-Performance
Portfolio return minus RVTY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RVTY 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 5y: compounded portfolio wealth divided by compounded RVTY 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…
5y analysis · Full analysis span regression · 6 months rolling