+514.9%
MKSI vs VEEV
+556.2%
-41.2%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +0.5% | +1.5% | +1.9% |
| 7D | +2.7% | -4.6% | +7.3% | +4.6% |
| 30D | -12.8% | +8.6% | -21.4% | -16.7% |
| 3M | -22.5% | +62.4% | -84.9% | -39.4% |
| 6M | +19.4% | +40.3% | -20.9% | -2.1% |
| YTD | +67.7% | +17.5% | +50.2% | +48.0% |
| 1Y | +131.4% | -6.1% | +137.5% | +126.3% |
| 3Y | +197.3% | +16.7% | +180.7% | +153.0% |
| 5Y | +87.0% | -13.3% | +100.3% | +75.8% |
| All | +514.9% | +556.2% | -41.2% | +105.6% |
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