+78.0%
VEEV vs MSFU
+85.8%
-7.7%
-50.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -4.8% | +4.5% | +1.0% |
| 7D | -1.9% | -12.7% | +10.8% | +1.4% |
| 30D | +3.0% | -9.0% | +12.0% | +5.0% |
| 3M | +28.8% | +2.9% | +25.9% | +26.8% |
| 6M | +91.3% | +43.5% | +47.7% | +69.8% |
| YTD | +36.5% | -2.4% | +39.0% | +31.7% |
| 1Y | +1.9% | -13.5% | +15.4% | +1.1% |
| 3Y | +84.6% | +19.2% | +65.4% | +59.4% |
| All | +78.0% | +85.8% | -7.7% | +28.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling