+36.3%
HBAN vs VEEV
-13.7%
+50.0%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.5% | +0.2% | +0.7% |
| 7D | -1.0% | -4.6% | +3.6% | -0.3% |
| 30D | -5.6% | +8.6% | -14.2% | -7.1% |
| 3M | -1.1% | +62.4% | -63.6% | -9.3% |
| 6M | +9.9% | +40.3% | -30.4% | +2.9% |
| YTD | -0.9% | +17.5% | -18.5% | -4.4% |
| 1Y | -1.4% | -6.1% | +4.7% | -1.0% |
| 3Y | +78.2% | +16.7% | +61.5% | +68.0% |
| All | +36.3% | -13.7% | +50.0% | +28.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling