+536.5%
HD vs VEEV
+702.0%
-165.5%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.3% | +0.3% | +0.1% |
| 7D | -1.2% | -1.9% | +0.7% | -0.8% |
| 30D | +20.9% | +3.0% | +17.9% | +20.2% |
| 3M | -0.2% | +28.8% | -29.0% | -5.3% |
| 6M | +14.5% | +91.3% | -76.8% | +0.3% |
| YTD | +4.3% | +36.5% | -32.2% | -3.1% |
| 1Y | -3.5% | +1.9% | -5.4% | -5.1% |
| 3Y | +30.1% | +84.6% | -54.5% | +11.4% |
| 5Y | +8.5% | -2.6% | +11.1% | +2.0% |
| 10Y | +245.3% | +669.4% | -424.2% | +135.3% |
| All | +536.5% | +702.0% | -165.5% | +311.9% |
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