+753.2%
MTZ vs VEEV
+538.1%
+215.1%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -1.5% | -0.7% | -1.9% |
| 7D | +2.3% | -7.1% | +9.4% | +3.6% |
| 30D | -10.3% | +11.1% | -21.4% | -12.4% |
| 3M | -31.8% | +55.5% | -87.4% | -38.4% |
| 6M | -19.2% | +33.4% | -52.5% | -25.0% |
| YTD | +10.7% | +16.8% | -6.1% | +5.5% |
| 1Y | +37.5% | -7.7% | +45.3% | +38.0% |
| 3Y | +162.4% | +18.4% | +144.0% | +143.0% |
| 5Y | +166.3% | -14.8% | +181.1% | +157.7% |
| 10Y | +753.2% | +546.5% | +206.7% | +304.2% |
| All | +753.2% | +538.1% | +215.1% | +304.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling