-5.0%
VEEV vs MSTU
-94.2%
+89.3%
-50.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -6.8% | +6.9% | +0.5% |
| 7D | -8.2% | -22.0% | +13.8% | -6.9% |
| 30D | +10.3% | +60.3% | -50.0% | +7.6% |
| 3M | +59.4% | -3.7% | +63.1% | +57.1% |
| 6M | +37.6% | -45.2% | +82.8% | +37.1% |
| YTD | +16.9% | -64.3% | +81.2% | +16.6% |
| 1Y | -5.0% | -94.0% | +89.1% | +0.9% |
| All | -5.0% | -94.2% | +89.3% | +0.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling