-23.1%
HD vs VEEV
-7.6%
-15.5%
-28.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.5% | +0.5% | -1.0% |
| 7D | -1.8% | -7.1% | +5.3% | -1.5% |
| 30D | -10.8% | +11.1% | -22.0% | -11.3% |
| 3M | -2.7% | +55.5% | -58.2% | -4.7% |
| 6M | -10.3% | +33.4% | -43.6% | -11.5% |
| YTD | -7.8% | +16.8% | -24.7% | -8.4% |
| 1Y | -23.1% | -7.7% | -15.4% | -23.3% |
| All | -23.1% | -7.6% | -15.5% | -23.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling