+2,396.1%
MUU vs VEEV
+27.8%
+2,368.3%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.5% | -1.6% | -1.1% |
| 7D | -8.2% | -4.6% | -3.6% | -8.3% |
| 30D | +10.2% | +8.6% | +1.5% | +10.3% |
| 3M | -26.5% | +62.4% | -88.9% | -31.2% |
| 6M | +227.2% | +40.3% | +187.0% | +226.4% |
| YTD | +527.4% | +17.5% | +509.9% | +601.5% |
| 1Y | +1,843.7% | -6.1% | +1,849.8% | +2,400.5% |
| All | +2,396.1% | +27.8% | +2,368.3% | +2,151.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling