+145.1%
MS vs VEEV
-13.1%
+158.1%
-32.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -3.3% | +3.5% | +0.9% |
| 7D | +1.4% | -0.6% | +2.0% | +1.5% |
| 30D | -0.3% | +28.8% | -29.1% | -5.4% |
| 3M | +0.3% | +54.0% | -53.7% | -8.7% |
| 6M | +31.3% | +46.0% | -14.6% | +20.3% |
| YTD | +24.7% | +23.2% | +1.4% | +18.4% |
| 1Y | +47.9% | +1.9% | +46.1% | +46.2% |
| 3Y | +178.3% | +27.0% | +151.3% | +155.4% |
| All | +145.1% | -13.1% | +158.1% | +129.0% |
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