+2.6%
HAL vs VEEV
+556.2%
-553.6%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.5% | -1.2% | -0.7% |
| 7D | -3.3% | -4.6% | +1.3% | -2.7% |
| 30D | +8.2% | +8.6% | -0.5% | +6.6% |
| 3M | -9.4% | +62.4% | -71.9% | -16.2% |
| 6M | +0.6% | +40.3% | -39.6% | -5.1% |
| YTD | +28.6% | +17.5% | +11.0% | +24.2% |
| 1Y | +63.9% | -6.1% | +70.0% | +64.1% |
| 3Y | -7.1% | +16.7% | -23.8% | -12.0% |
| 5Y | +102.3% | -13.3% | +115.7% | +96.9% |
| All | +2.6% | +556.2% | -553.6% | -29.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VEEV.
Daily Out/Under-Performance
Portfolio return minus VEEV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEEV 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 VEEV 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