-2.7%
VEEV vs MAS
+41.7%
-44.4%
-52.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -3.4% | +3.3% | +1.1% |
| 7D | -0.1% | +4.6% | -4.6% | -1.8% |
| 30D | +9.4% | +19.9% | -10.5% | +2.2% |
| 3M | +45.2% | +8.9% | +36.3% | +40.1% |
| 6M | +81.1% | +20.2% | +61.0% | +66.4% |
| YTD | +38.9% | +33.9% | +5.0% | +19.4% |
| 1Y | +5.0% | +34.7% | -29.6% | -10.2% |
| 3Y | +59.4% | +60.4% | -1.0% | +17.8% |
| 5Y | -2.7% | +43.5% | -46.2% | -25.2% |
| All | -2.7% | +41.7% | -44.4% | -25.2% |
Cumulative growth
Daily Returns
Daily percentage return beside MAS.
Daily Out/Under-Performance
Portfolio return minus MAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MAS 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 MAS 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