-22.3%
HCA vs VEEV
+34.2%
-56.6%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -1.5% | +6.5% | +5.0% |
| 7D | +4.9% | -7.1% | +12.0% | +5.2% |
| 30D | +1.9% | +11.1% | -9.2% | +1.2% |
| 3M | +12.7% | +55.5% | -42.8% | +10.1% |
| 6M | -22.3% | +33.4% | -55.7% | -23.5% |
| All | -22.3% | +34.2% | -56.6% | -23.5% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling