+543.1%
VEEV vs MCO
+393.6%
+149.5%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MCO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.6% | -1.1% | -0.5% |
| 7D | -4.6% | -3.8% | -0.8% | -2.3% |
| 30D | +8.6% | -0.4% | +9.0% | +8.8% |
| 3M | +62.4% | +7.7% | +54.7% | +55.1% |
| 6M | +40.3% | +7.0% | +33.3% | +34.6% |
| YTD | +17.5% | -6.4% | +24.0% | +21.8% |
| 1Y | -6.1% | -7.6% | +1.5% | -2.4% |
| 3Y | +16.7% | +43.2% | -26.6% | -10.9% |
| 5Y | -13.3% | +29.6% | -42.9% | -30.5% |
| All | +543.1% | +393.6% | +149.5% | +121.9% |
Cumulative growth
Daily Returns
Daily percentage return beside MCO.
Daily Out/Under-Performance
Portfolio return minus MCO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MCO 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 10y: compounded portfolio wealth divided by compounded MCO 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…
10y analysis · Full analysis span regression · 6 months rolling