+267.1%
MTZ vs VEEV
+82.5%
+184.6%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -0.3% | -4.1% | -4.3% |
| 7D | -8.7% | +0.8% | -9.5% | -8.8% |
| 30D | -15.0% | +3.2% | -18.1% | -15.1% |
| 3M | -32.6% | +30.2% | -62.8% | -33.5% |
| 6M | -56.3% | +83.7% | -140.0% | -58.4% |
| YTD | -16.8% | +36.9% | -53.7% | -16.4% |
| 1Y | -10.0% | +3.3% | -13.4% | -3.5% |
| 3Y | +267.1% | +85.1% | +182.0% | +203.7% |
| All | +267.1% | +82.5% | +184.6% | +203.7% |
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