+1,143.1%
MSTR vs VEEV
+704.1%
+439.1%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -0.3% | -3.3% | -3.5% |
| 7D | -10.7% | +0.8% | -11.5% | -11.0% |
| 30D | -21.6% | +3.2% | -24.7% | -22.5% |
| 3M | +24.4% | +30.2% | -5.8% | +11.7% |
| 6M | -35.5% | +83.7% | -119.2% | -50.3% |
| YTD | -20.3% | +36.9% | -57.2% | -31.3% |
| 1Y | -49.3% | +3.3% | -52.6% | -51.0% |
| 3Y | +137.8% | +85.1% | +52.7% | +79.7% |
| 5Y | +48.3% | -2.6% | +50.9% | +38.0% |
| 10Y | +526.8% | +676.7% | -149.9% | +265.0% |
| All | +1,143.1% | +704.1% | +439.1% | +563.1% |
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