+72.3%
MSFT vs VEEV
-15.0%
+87.4%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.5% | +1.1% | 0.0% |
| 7D | -1.0% | -7.1% | +6.1% | +1.1% |
| 30D | -2.7% | +11.1% | -13.8% | -6.1% |
| 3M | +22.1% | +55.5% | -33.4% | +5.8% |
| 6M | +20.6% | +33.4% | -12.8% | +8.9% |
| YTD | +2.3% | +16.8% | -14.5% | -4.2% |
| 1Y | -0.5% | -7.7% | +7.2% | -0.8% |
| 3Y | +50.5% | +18.4% | +32.1% | +35.2% |
| 5Y | +72.3% | -14.8% | +87.1% | +68.5% |
| All | +72.3% | -15.0% | +87.4% | +68.5% |
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