+325.3%
VEEV vs MGY
+209.8%
+115.5%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MGY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.3% | +0.4% | +0.1% |
| 7D | -8.2% | +1.8% | -10.0% | -8.4% |
| 30D | +10.3% | +6.5% | +3.8% | +9.5% |
| 3M | +59.4% | +0.3% | +59.0% | +58.9% |
| 6M | +37.6% | -2.4% | +40.0% | +37.4% |
| YTD | +16.9% | +29.0% | -12.1% | +12.8% |
| 1Y | -5.0% | +17.0% | -22.0% | -7.4% |
| 3Y | +18.5% | +26.2% | -7.7% | +13.0% |
| 5Y | -13.8% | +92.3% | -106.1% | -22.9% |
| All | +325.3% | +209.8% | +115.5% | +270.9% |
Cumulative growth
Daily Returns
Daily percentage return beside MGY.
Daily Out/Under-Performance
Portfolio return minus MGY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MGY 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 MGY 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