+81.4%
VEEV vs MSI
+76.4%
+5.0%
-50.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.2% | -0.4% | -0.3% |
| 7D | -0.7% | +3.2% | -4.0% | -1.3% |
| 30D | +1.4% | +17.6% | -16.2% | -1.4% |
| 3M | +19.4% | +14.5% | +4.8% | +16.5% |
| 6M | +93.6% | +34.3% | +59.4% | +84.2% |
| YTD | +35.1% | +39.7% | -4.6% | +26.3% |
| 1Y | +3.4% | +40.2% | -36.8% | -3.4% |
| 3Y | +81.4% | +77.1% | +4.2% | +50.4% |
| All | +81.4% | +76.4% | +5.0% | +50.4% |
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