-5.2%
VEEV vs MAS
+39.2%
-44.4%
-52.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.9% | -0.1% | -1.4% |
| 7D | -2.9% | +2.0% | -4.9% | -3.7% |
| 30D | +7.5% | +19.4% | -11.9% | +0.6% |
| 3M | +39.5% | +9.4% | +30.0% | +34.3% |
| 6M | +81.5% | +15.3% | +66.2% | +69.4% |
| YTD | +36.1% | +31.3% | +4.7% | +17.8% |
| 1Y | +4.3% | +34.9% | -30.6% | -11.1% |
| 3Y | +54.8% | +58.6% | -3.8% | +14.7% |
| All | -5.2% | +39.2% | -44.4% | -26.6% |
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