+34.1%
MSCI vs VEEV
+56.3%
-22.2%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -2.1% | -0.2% | -1.8% |
| 7D | +2.8% | -2.9% | +5.8% | +3.5% |
| 30D | +15.4% | +7.5% | +7.9% | +13.6% |
| 3M | +13.4% | +39.5% | -26.0% | +5.1% |
| 6M | +10.9% | +81.5% | -70.6% | -3.0% |
| YTD | +13.0% | +36.1% | -23.1% | +3.7% |
| 1Y | +12.0% | +4.3% | +7.7% | +7.3% |
| 3Y | +34.1% | +54.8% | -20.7% | +18.6% |
| All | +34.1% | +56.3% | -22.2% | +18.6% |
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 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