+3.8%
MSCI vs VEEV
-4.9%
+8.7%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -2.1% | -0.2% | -1.6% |
| 7D | +2.8% | -2.9% | +5.8% | +3.9% |
| 30D | +15.4% | +7.5% | +7.9% | +12.6% |
| 3M | +13.4% | +39.5% | -26.0% | +0.8% |
| 6M | +10.9% | +81.5% | -70.6% | -10.1% |
| YTD | +13.0% | +36.1% | -23.1% | +0.1% |
| 1Y | +12.0% | +4.3% | +7.7% | +8.3% |
| 3Y | +34.1% | +54.8% | -20.7% | +7.0% |
| All | +3.8% | -4.9% | +8.7% | +3.5% |
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