+21.1%
VEEV vs MSTZ
-99.1%
+120.2%
-50.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MSTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +6.6% | -6.5% | +0.4% |
| 7D | -8.2% | +24.8% | -33.0% | -7.3% |
| 30D | +10.3% | -59.2% | +69.5% | +7.8% |
| 3M | +59.4% | -56.9% | +116.2% | +57.1% |
| 6M | +37.6% | -57.6% | +95.2% | +36.7% |
| YTD | +16.9% | -73.6% | +90.5% | +16.2% |
| 1Y | -5.0% | -15.6% | +10.6% | -1.0% |
| All | +21.1% | -99.1% | +120.2% | +19.3% |
Cumulative growth
Daily Returns
Daily percentage return beside MSTZ.
Daily Out/Under-Performance
Portfolio return minus MSTZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSTZ 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 MSTZ 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