+193.4%
MCD vs VEEV
+656.9%
-463.4%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.3% | -0.3% | -0.6% |
| 7D | -1.6% | -0.7% | -0.9% | -1.6% |
| 30D | +14.1% | +1.4% | +12.7% | +13.9% |
| 3M | +0.6% | +19.4% | -18.7% | -1.7% |
| 6M | 0.0% | +93.6% | -93.6% | -8.2% |
| YTD | -9.3% | +35.1% | -44.3% | -13.2% |
| 1Y | -9.3% | +3.4% | -12.7% | -10.3% |
| 3Y | +8.6% | +81.4% | -72.8% | -2.0% |
| 5Y | +21.9% | -5.1% | +27.0% | +18.5% |
| All | +193.4% | +656.9% | -463.4% | +126.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling