+539.7%
VEEV vs MSI
+601.8%
-62.2%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.9% | -0.8% | -0.3% |
| 7D | -8.2% | -1.8% | -6.5% | -7.4% |
| 30D | +10.3% | -0.6% | +11.0% | +10.6% |
| 3M | +59.4% | +13.0% | +46.3% | +49.8% |
| 6M | +37.6% | +0.5% | +37.1% | +36.0% |
| YTD | +16.9% | +21.7% | -4.8% | +4.1% |
| 1Y | -5.0% | -2.6% | -2.3% | -5.5% |
| 3Y | +18.5% | +69.7% | -51.2% | -15.4% |
| 5Y | -13.8% | +102.8% | -116.6% | -45.2% |
| All | +539.7% | +601.8% | -62.2% | +111.9% |
Cumulative growth
Daily Returns
Daily percentage return beside MSI.
Daily Out/Under-Performance
Portfolio return minus MSI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSI 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 MSI 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