+67.5%
MA vs VEEV
-14.3%
+81.8%
-28.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -3.7% | +2.3% | -0.6% |
| 7D | -1.8% | -5.2% | +3.4% | -0.6% |
| 30D | +1.4% | +14.9% | -13.5% | -2.1% |
| 3M | +17.7% | +58.4% | -40.6% | +5.5% |
| 6M | +9.7% | +35.5% | -25.8% | +1.3% |
| YTD | +0.5% | +18.6% | -18.1% | -4.6% |
| 1Y | -2.1% | -6.3% | +4.3% | -2.3% |
| 3Y | +40.1% | +20.2% | +19.9% | +28.6% |
| 5Y | +67.5% | -13.8% | +81.3% | +75.9% |
| All | +67.5% | -14.3% | +81.8% | +75.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VEEV.
Daily Out/Under-Performance
Portfolio return minus VEEV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEEV 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 VEEV 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