+72.8%
HCA vs VEEV
-13.7%
+86.5%
-39.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.5% | +0.8% | +1.3% |
| 7D | +5.4% | -4.6% | +10.0% | +6.0% |
| 30D | +3.0% | +8.6% | -5.7% | +1.6% |
| 3M | +13.0% | +62.4% | -49.4% | +5.7% |
| 6M | -20.3% | +40.3% | -60.5% | -24.2% |
| YTD | -8.2% | +17.5% | -25.8% | -10.7% |
| 1Y | +6.7% | -6.1% | +12.8% | +7.4% |
| 3Y | +60.4% | +16.7% | +43.7% | +52.5% |
| All | +72.8% | -13.7% | +86.5% | +61.4% |
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