+21.1%
VEEV vs MSTU
-88.1%
+109.2%
-50.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -6.8% | +6.9% | +0.4% |
| 7D | -8.2% | -22.0% | +13.8% | -7.2% |
| 30D | +10.3% | +60.3% | -50.0% | +7.9% |
| 3M | +59.4% | -3.7% | +63.1% | +57.7% |
| 6M | +37.6% | -45.2% | +82.8% | +37.7% |
| YTD | +16.9% | -64.3% | +81.2% | +17.3% |
| 1Y | -5.0% | -94.0% | +89.1% | +0.6% |
| All | +21.1% | -88.1% | +109.2% | +22.2% |
Cumulative growth
Daily Returns
Daily percentage return beside MSTU.
Daily Out/Under-Performance
Portfolio return minus MSTU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSTU 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 MSTU 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