+1,472.1%
MPC vs VEEV
+699.3%
+772.8%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.1% | +0.8% | -0.9% |
| 7D | -16.2% | -2.9% | -13.2% | -15.8% |
| 30D | -15.7% | +7.5% | -23.2% | -16.7% |
| 3M | +24.9% | +39.5% | -14.6% | +18.3% |
| 6M | +52.7% | +81.5% | -28.8% | +38.4% |
| YTD | +131.9% | +36.1% | +95.8% | +118.5% |
| 1Y | +96.6% | +4.3% | +92.3% | +93.1% |
| 3Y | +163.8% | +54.8% | +108.9% | +138.7% |
| 5Y | +533.1% | -4.7% | +537.9% | +506.5% |
| 10Y | +1,118.6% | +709.1% | +409.6% | +650.4% |
| All | +1,472.1% | +699.3% | +772.8% | +822.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling