+37.0%
MDT vs VEEV
+556.2%
-519.2%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.5% | -1.3% | -0.8% |
| 7D | -3.4% | -4.6% | +1.2% | -2.7% |
| 30D | +0.2% | +8.6% | -8.4% | -1.4% |
| 3M | +14.3% | +62.4% | -48.2% | +5.2% |
| 6M | +4.0% | +40.3% | -36.3% | -2.4% |
| YTD | -3.7% | +17.5% | -21.2% | -7.2% |
| 1Y | -0.4% | -6.1% | +5.8% | -0.5% |
| 3Y | +23.3% | +16.7% | +6.6% | +16.5% |
| 5Y | -18.9% | -13.3% | -5.5% | -21.0% |
| All | +37.0% | +556.2% | -519.2% | -15.9% |
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