+722.3%
VEEV vs RY
+395.9%
+326.4%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.6% | 0.0% | +0.3% |
| 7D | +0.8% | -0.6% | +1.4% | +1.0% |
| 30D | +3.2% | +6.1% | -3.0% | +0.5% |
| 3M | +30.2% | -3.4% | +33.6% | +31.8% |
| 6M | +83.7% | +12.8% | +70.9% | +72.7% |
| YTD | +36.9% | +21.0% | +15.9% | +24.1% |
| 1Y | +3.3% | +40.5% | -37.1% | -12.8% |
| 3Y | +85.1% | +159.9% | -74.8% | +14.1% |
| 5Y | -2.6% | +125.0% | -127.6% | -35.9% |
| 10Y | +676.7% | +350.6% | +326.1% | +258.0% |
| All | +722.3% | +395.9% | +326.4% | +231.1% |
Cumulative growth
Daily Returns
Daily percentage return beside RY.
Daily Out/Under-Performance
Portfolio return minus RY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RY 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 RY 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