+231.1%
HON vs VEEV
+586.3%
-355.2%
-43.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.5% | -0.1% | -1.4% |
| 7D | -0.6% | -7.1% | +6.5% | +0.4% |
| 30D | -15.4% | +11.1% | -26.5% | -16.8% |
| 3M | -9.1% | +55.5% | -64.7% | -15.0% |
| 6M | -17.1% | +33.4% | -50.4% | -21.0% |
| YTD | +1.5% | +16.8% | -15.3% | -1.7% |
| 1Y | -1.3% | -7.7% | +6.4% | -1.1% |
| 3Y | +19.5% | +18.4% | +1.2% | +13.8% |
| 5Y | +3.1% | -14.8% | +17.9% | +0.4% |
| 10Y | +138.4% | +546.5% | -408.1% | +71.9% |
| All | +231.1% | +586.3% | -355.2% | +128.3% |
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 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