+640.3%
VEEV vs MSI
+849.3%
-209.1%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.9% | -2.4% | -2.8% |
| 7D | -0.6% | -3.7% | +3.1% | +1.2% |
| 30D | +28.8% | +6.8% | +22.0% | +24.4% |
| 3M | +54.0% | +14.3% | +39.7% | +44.1% |
| 6M | +46.0% | -1.6% | +47.5% | +45.6% |
| YTD | +23.2% | +22.8% | +0.4% | +9.5% |
| 1Y | +1.9% | -1.1% | +3.0% | +0.4% |
| 3Y | +27.0% | +70.5% | -43.4% | -8.4% |
| 5Y | -13.4% | +102.8% | -116.2% | -44.0% |
| 10Y | +575.2% | +597.4% | -22.2% | +129.0% |
| All | +640.3% | +849.3% | -209.1% | +115.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling