+113.8%
MSTR vs VEEV
-14.3%
+128.0%
-84.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -3.7% | -0.7% | -1.8% |
| 7D | +9.3% | -5.2% | +14.5% | +13.6% |
| 30D | +36.5% | +14.9% | +21.6% | +24.2% |
| 3M | +7.3% | +58.4% | -51.0% | -23.0% |
| 6M | +2.2% | +35.5% | -33.2% | -19.5% |
| YTD | -10.2% | +18.6% | -28.8% | -22.8% |
| 1Y | -58.6% | -6.3% | -52.3% | -57.8% |
| 3Y | +283.2% | +20.2% | +263.0% | +198.2% |
| 5Y | +113.8% | -13.8% | +127.6% | +109.2% |
| All | +113.8% | -14.3% | +128.0% | +109.2% |
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