+76.1%
VEEV vs MSFU
+88.0%
-11.9%
-50.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.4% | -0.7% | -0.4% |
| 7D | -0.7% | -2.8% | +2.0% | -0.1% |
| 30D | +1.4% | -5.3% | +6.7% | +2.3% |
| 3M | +19.4% | +7.2% | +12.1% | +16.3% |
| 6M | +93.6% | +51.0% | +42.6% | +69.6% |
| YTD | +35.1% | -1.2% | +36.3% | +29.9% |
| 1Y | +3.4% | -10.3% | +13.7% | +1.6% |
| 3Y | +81.4% | +22.2% | +59.1% | +55.4% |
| All | +76.1% | +88.0% | -11.9% | +27.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling