+52.5%
VEEV vs MSFU
+71.2%
-18.8%
-50.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.3% | -0.2% | 0.0% |
| 7D | -8.2% | -6.9% | -1.3% | -6.5% |
| 30D | +10.3% | -5.1% | +15.4% | +11.8% |
| 3M | +59.4% | +44.6% | +14.7% | +41.9% |
| 6M | +37.6% | +32.8% | +4.8% | +25.0% |
| YTD | +16.9% | -10.1% | +27.0% | +16.0% |
| 1Y | -5.0% | -19.4% | +14.4% | -3.6% |
| 3Y | +18.5% | +26.2% | -7.7% | +0.3% |
| All | +52.5% | +71.2% | -18.8% | +13.5% |
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