+543.1%
VEEV vs MOH
+264.4%
+278.8%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MOH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +2.0% | -1.4% | +0.2% |
| 7D | -4.6% | +1.7% | -6.3% | -4.9% |
| 30D | +8.6% | -0.9% | +9.5% | +8.7% |
| 3M | +62.4% | +5.7% | +56.7% | +60.4% |
| 6M | +40.3% | +39.1% | +1.1% | +30.6% |
| YTD | +17.5% | +17.7% | -0.1% | +11.6% |
| 1Y | -6.1% | +8.4% | -14.5% | -10.1% |
| 3Y | +16.7% | -36.6% | +53.2% | +20.3% |
| 5Y | -13.3% | -19.1% | +5.7% | -17.9% |
| All | +543.1% | +264.4% | +278.8% | +329.4% |
Cumulative growth
Daily Returns
Daily percentage return beside MOH.
Daily Out/Under-Performance
Portfolio return minus MOH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MOH 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 MOH 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