+7.3%
MSCI vs VEEV
+18.9%
-11.6%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -3.7% | 0.0% | -2.9% |
| 7D | -2.1% | -5.2% | +3.1% | -0.9% |
| 30D | -1.7% | +14.9% | -16.7% | -5.0% |
| 3M | -8.2% | +58.4% | -66.6% | -17.4% |
| 6M | -2.4% | +35.5% | -37.9% | -9.8% |
| YTD | -2.8% | +18.6% | -21.5% | -8.1% |
| 1Y | -2.7% | -6.3% | +3.7% | -4.2% |
| 3Y | +7.3% | +20.2% | -12.9% | +2.1% |
| All | +7.3% | +18.9% | -11.6% | +2.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling