+571.9%
VEEV vs MLM
+206.1%
+365.8%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MLM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +1.1% | -4.4% | -3.6% |
| 7D | -0.6% | -2.9% | +2.3% | +0.3% |
| 30D | +28.8% | -6.8% | +35.7% | +31.5% |
| 3M | +54.0% | -11.2% | +65.3% | +59.0% |
| 6M | +46.0% | -21.8% | +67.8% | +56.1% |
| YTD | +23.2% | -17.0% | +40.2% | +29.0% |
| 1Y | +1.9% | -16.4% | +18.2% | +6.3% |
| 3Y | +27.0% | +14.5% | +12.5% | +18.3% |
| 5Y | -13.4% | +41.7% | -55.1% | -25.0% |
| All | +571.9% | +206.1% | +365.8% | +337.3% |
Cumulative growth
Daily Returns
Daily percentage return beside MLM.
Daily Out/Under-Performance
Portfolio return minus MLM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MLM 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 MLM 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