-4.4%
VEEV vs MOS
-33.6%
+29.2%
-52.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.7% | -1.0% | -0.4% |
| 7D | -0.7% | -2.0% | +1.2% | -0.6% |
| 30D | +1.4% | +15.3% | -13.9% | +0.1% |
| 3M | +19.4% | +1.5% | +17.9% | +18.8% |
| 6M | +93.6% | -2.0% | +95.6% | +92.7% |
| YTD | +35.1% | -6.5% | +41.6% | +34.0% |
| 1Y | +3.4% | -11.1% | +14.4% | +3.1% |
| 3Y | +81.4% | -30.3% | +111.6% | +83.1% |
| All | -4.4% | -33.6% | +29.2% | -9.5% |
Cumulative growth
Daily Returns
Daily percentage return beside MOS.
Daily Out/Under-Performance
Portfolio return minus MOS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MOS 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 MOS 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