+1,366.3%
MSTR vs VEEV
+623.9%
+742.3%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -3.3% | +1.9% | 0.0% |
| 7D | +12.2% | -0.6% | +12.7% | +12.6% |
| 30D | +45.2% | +28.8% | +16.3% | +31.1% |
| 3M | +10.4% | +54.0% | -43.6% | -7.9% |
| 6M | -2.5% | +46.0% | -48.4% | -17.7% |
| YTD | -6.0% | +23.2% | -29.3% | -15.2% |
| 1Y | -56.4% | +1.9% | -58.3% | -57.6% |
| 3Y | +306.3% | +27.0% | +279.3% | +253.8% |
| 5Y | +100.5% | -13.4% | +113.9% | +95.7% |
| 10Y | +741.1% | +575.2% | +165.9% | +415.1% |
| All | +1,366.3% | +623.9% | +742.3% | +717.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling