+631.0%
MSCI vs VEEV
+538.1%
+92.8%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.5% | +2.1% | +1.2% |
| 7D | -1.1% | -7.1% | +6.0% | +1.7% |
| 30D | -1.2% | +11.1% | -12.3% | -5.7% |
| 3M | -8.4% | +55.5% | -63.9% | -23.4% |
| 6M | -1.0% | +33.4% | -34.4% | -12.9% |
| YTD | -2.3% | +16.8% | -19.1% | -9.9% |
| 1Y | -1.2% | -7.7% | +6.6% | -0.7% |
| 3Y | +7.9% | +18.4% | -10.5% | -6.3% |
| 5Y | -10.1% | -14.8% | +4.8% | -13.8% |
| 10Y | +631.0% | +546.5% | +84.5% | +258.6% |
| All | +631.0% | +538.1% | +92.8% | +258.6% |
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