+20.2%
VEEV vs MSI
+69.3%
-49.1%
-50.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -1.1% | -2.6% | -3.5% |
| 7D | -5.2% | -5.8% | +0.6% | -4.1% |
| 30D | +14.9% | -1.0% | +15.9% | +15.1% |
| 3M | +58.4% | +14.2% | +44.2% | +54.3% |
| 6M | +35.5% | +1.0% | +34.4% | +34.3% |
| YTD | +18.6% | +21.5% | -2.8% | +12.9% |
| 1Y | -6.3% | -2.1% | -4.2% | -6.0% |
| 3Y | +20.2% | +69.3% | -49.1% | -4.8% |
| All | +20.2% | +69.3% | -49.1% | -4.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling