-8.8%
HAL vs VEEV
+82.8%
-91.6%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | -0.3% | +3.6% | +3.4% |
| 7D | -0.2% | -1.9% | +1.7% | -0.1% |
| 30D | +1.0% | +3.0% | -2.0% | +0.8% |
| 3M | -2.1% | +28.8% | -30.9% | -3.8% |
| 6M | -17.5% | +91.3% | -108.8% | -21.0% |
| YTD | +18.1% | +36.5% | -18.4% | +16.3% |
| 1Y | +19.7% | +1.9% | +17.8% | +22.2% |
| All | -8.8% | +82.8% | -91.6% | -20.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling