+847.5%
MSCI vs VEEV
+656.9%
+190.6%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.3% | +1.6% | +1.5% |
| 7D | +3.0% | -0.7% | +3.7% | +3.3% |
| 30D | +17.8% | +1.4% | +16.4% | +17.1% |
| 3M | +15.2% | +19.4% | -4.2% | +6.9% |
| 6M | +16.5% | +93.6% | -77.1% | -10.7% |
| YTD | +16.4% | +35.1% | -18.7% | +1.4% |
| 1Y | +16.8% | +3.4% | +13.4% | +12.5% |
| 3Y | +35.8% | +81.4% | -45.6% | -0.6% |
| 5Y | +7.0% | -5.1% | +12.0% | -1.6% |
| All | +847.5% | +656.9% | +190.6% | +361.7% |
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