+601.8%
VEEV vs MDY
+247.1%
+354.8%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -1.1% | -0.5% | -0.7% |
| 7D | -7.1% | -0.8% | -6.3% | -6.5% |
| 30D | +11.1% | -3.9% | +15.0% | +14.7% |
| 3M | +55.5% | 0.0% | +55.6% | +55.1% |
| 6M | +33.4% | +8.5% | +24.8% | +23.7% |
| YTD | +16.8% | +13.2% | +3.6% | +4.5% |
| 1Y | -7.7% | +15.0% | -22.8% | -18.9% |
| 3Y | +18.4% | +49.6% | -31.2% | -18.2% |
| 5Y | -14.8% | +46.0% | -60.8% | -39.4% |
| 10Y | +546.5% | +176.4% | +370.1% | +138.6% |
| All | +601.8% | +247.1% | +354.8% | +79.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling