-4.8%
VEEV vs MLM
+28.3%
-33.1%
-52.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MLM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.3% | +0.5% | -0.2% |
| 7D | -2.5% | -2.0% | -0.5% | -1.6% |
| 30D | +0.3% | +9.5% | -9.2% | -4.0% |
| 3M | +25.2% | -4.7% | +30.0% | +27.3% |
| 6M | +89.7% | -10.7% | +100.4% | +96.8% |
| YTD | +35.5% | -16.6% | +52.0% | +43.7% |
| 1Y | +1.8% | -15.4% | +17.2% | +7.1% |
| 3Y | +83.2% | +15.9% | +67.3% | +55.1% |
| 5Y | -4.8% | +27.1% | -32.0% | -28.1% |
| All | -4.8% | +28.3% | -33.1% | -28.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling