+16.7%
VEEV vs MDY
+48.5%
-31.8%
-50.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.8% | -0.3% | +0.1% |
| 7D | -4.6% | -1.9% | -2.8% | -3.6% |
| 30D | +8.6% | -4.6% | +13.3% | +11.6% |
| 3M | +62.4% | -1.2% | +63.7% | +63.3% |
| 6M | +40.3% | +9.2% | +31.0% | +32.2% |
| YTD | +17.5% | +13.1% | +4.5% | +8.4% |
| 1Y | -6.1% | +13.0% | -19.1% | -13.4% |
| 3Y | +16.7% | +49.2% | -32.5% | -14.1% |
| All | +16.7% | +48.5% | -31.8% | -14.1% |
Cumulative growth
Daily Returns
Daily percentage return beside MDY.
Daily Out/Under-Performance
Portfolio return minus MDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDY 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 3y: compounded portfolio wealth divided by compounded MDY 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…
3y analysis · Full analysis span regression · 6 months rolling