+634.9%
HLT vs VEEV
+596.0%
+38.9%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.5% | -0.6% | -0.1% |
| 7D | -1.6% | -4.6% | +3.0% | -0.8% |
| 30D | -5.0% | +8.6% | -13.7% | -6.7% |
| 3M | -10.4% | +62.4% | -72.8% | -18.3% |
| 6M | +3.2% | +40.3% | -37.0% | -3.9% |
| YTD | +6.7% | +17.5% | -10.8% | +2.4% |
| 1Y | +10.3% | -6.1% | +16.4% | +9.9% |
| 3Y | +99.3% | +16.7% | +82.7% | +87.2% |
| 5Y | +143.7% | -13.3% | +157.0% | +133.8% |
| 10Y | +584.7% | +550.5% | +34.3% | +338.9% |
| All | +634.9% | +596.0% | +38.9% | +354.5% |
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 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