-17.4%
HAL vs VEEV
+693.5%
-710.9%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -0.3% | +3.4% | +3.2% |
| 7D | +6.1% | -0.7% | +6.8% | +6.2% |
| 30D | +2.9% | +1.4% | +1.5% | +2.6% |
| 3M | +3.3% | +19.4% | -16.0% | +0.4% |
| 6M | -16.9% | +93.6% | -110.5% | -25.1% |
| YTD | +21.2% | +35.1% | -13.9% | +14.6% |
| 1Y | +27.5% | +3.4% | +24.2% | +25.7% |
| 3Y | -6.4% | +81.4% | -87.8% | -17.0% |
| 5Y | +58.0% | -5.1% | +63.1% | +51.6% |
| 10Y | -14.6% | +661.2% | -675.9% | -43.3% |
| All | -17.4% | +693.5% | -710.9% | -48.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling