+154.2%
MSTR vs VEEV
+71.8%
+82.4%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +0.9% | -3.5% | -3.0% |
| 7D | -4.0% | -0.2% | -3.8% | -3.9% |
| 30D | -18.6% | +3.5% | -22.1% | -19.9% |
| 3M | +25.6% | +32.9% | -7.4% | +9.6% |
| 6M | -33.1% | +84.2% | -117.3% | -50.7% |
| YTD | -17.3% | +37.3% | -54.6% | -29.5% |
| 1Y | -48.1% | +3.9% | -52.0% | -48.2% |
| 3Y | +154.2% | +83.9% | +70.3% | +99.4% |
| All | +154.2% | +71.8% | +82.4% | +99.4% |
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