-9.4%
HAL vs VEEV
+623.9%
-633.3%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -3.3% | +2.7% | -0.1% |
| 7D | +2.9% | -0.6% | +3.5% | +3.0% |
| 30D | +17.0% | +28.8% | -11.8% | +12.5% |
| 3M | -9.7% | +54.0% | -63.7% | -15.6% |
| 6M | +8.6% | +46.0% | -37.3% | +1.9% |
| YTD | +33.0% | +23.2% | +9.8% | +27.6% |
| 1Y | +68.3% | +1.9% | +66.5% | +66.1% |
| 3Y | +0.1% | +27.0% | -26.9% | -6.2% |
| 5Y | +102.6% | -13.4% | +116.0% | +97.0% |
| 10Y | +3.8% | +575.2% | -571.4% | -29.8% |
| All | -9.4% | +623.9% | -633.3% | -42.1% |
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