+20.2%
VEEV vs MSFU
+29.4%
-9.2%
-50.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -2.3% | -1.4% | -3.2% |
| 7D | -5.2% | -3.2% | -2.0% | -4.4% |
| 30D | +14.9% | -3.1% | +18.0% | +15.7% |
| 3M | +58.4% | +35.3% | +23.1% | +45.0% |
| 6M | +35.5% | +31.6% | +3.9% | +24.5% |
| YTD | +18.6% | -9.5% | +28.2% | +16.9% |
| 1Y | -6.3% | -18.4% | +12.1% | -6.2% |
| 3Y | +20.2% | +26.9% | -6.7% | +4.4% |
| All | +20.2% | +29.4% | -9.2% | +4.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling