+1.9%
VEEV vs MSFU
-18.4%
+20.3%
-50.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -4.2% | +0.9% | -2.1% |
| 7D | -0.6% | -5.7% | +5.1% | +1.0% |
| 30D | +28.8% | +4.2% | +24.7% | +27.3% |
| 3M | +54.0% | +27.9% | +26.1% | +42.8% |
| 6M | +46.0% | +37.1% | +8.8% | +31.5% |
| YTD | +23.2% | -7.4% | +30.6% | +19.3% |
| 1Y | +1.9% | -19.6% | +21.5% | +0.2% |
| All | +1.9% | -18.4% | +20.3% | +0.2% |
Cumulative growth
Daily Returns
Daily percentage return beside MSFU.
Daily Out/Under-Performance
Portfolio return minus MSFU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSFU 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 1y: compounded portfolio wealth divided by compounded MSFU 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…
1y analysis · Full analysis span regression · 6 months rolling