+156.5%
MTZ vs VEEV
+24.3%
+132.2%
-48.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -3.3% | +5.4% | +2.4% |
| 7D | -1.6% | -0.6% | -1.0% | -1.6% |
| 30D | -11.1% | +28.8% | -39.9% | -13.1% |
| 3M | -36.7% | +54.0% | -90.7% | -39.6% |
| 6M | -21.9% | +46.0% | -67.9% | -25.0% |
| YTD | +9.1% | +23.2% | -14.1% | +8.8% |
| 1Y | +30.0% | +1.9% | +28.1% | +35.6% |
| All | +156.5% | +24.3% | +132.2% | +125.7% |
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