+885.3%
HCA vs VEEV
+586.3%
+298.9%
-54.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -1.5% | +6.5% | +5.2% |
| 7D | +4.9% | -7.1% | +12.0% | +6.1% |
| 30D | +1.9% | +11.1% | -9.2% | -0.1% |
| 3M | +12.7% | +55.5% | -42.8% | +4.8% |
| 6M | -22.3% | +33.4% | -55.7% | -26.4% |
| YTD | -9.3% | +16.8% | -26.2% | -12.5% |
| 1Y | +2.7% | -7.7% | +10.5% | +2.8% |
| 3Y | +57.8% | +18.4% | +39.4% | +48.7% |
| 5Y | +70.3% | -14.8% | +85.1% | +65.0% |
| 10Y | +499.7% | +546.5% | -46.8% | +307.5% |
| All | +885.3% | +586.3% | +298.9% | +537.8% |
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