+21.0%
VEEV vs MSTU
-87.2%
+108.2%
-50.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MSTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -5.4% | +3.9% | -1.3% |
| 7D | -7.1% | +12.9% | -20.0% | -7.8% |
| 30D | +11.1% | +68.3% | -57.2% | +8.4% |
| 3M | +55.5% | +0.4% | +55.2% | +53.6% |
| 6M | +33.4% | -41.5% | +74.9% | +33.1% |
| YTD | +16.8% | -61.7% | +78.5% | +16.9% |
| 1Y | -7.7% | -93.7% | +85.9% | -2.6% |
| All | +21.0% | -87.2% | +108.2% | +21.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling