+602.3%
VEEV vs MCO
+651.6%
-49.3%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MCO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.5% | +1.6% | +1.0% |
| 7D | -8.2% | -7.3% | -0.9% | -3.7% |
| 30D | +10.3% | -1.7% | +12.0% | +11.4% |
| 3M | +59.4% | +3.9% | +55.4% | +55.6% |
| 6M | +37.6% | +3.8% | +33.8% | +34.5% |
| YTD | +16.9% | -7.9% | +24.8% | +22.5% |
| 1Y | -5.0% | -6.8% | +1.9% | -1.7% |
| 3Y | +18.5% | +40.9% | -22.5% | -8.6% |
| 5Y | -13.8% | +27.5% | -41.3% | -30.0% |
| 10Y | +547.0% | +381.4% | +165.6% | +112.1% |
| All | +602.3% | +651.6% | -49.3% | +70.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling