+396.0%
HPE vs VEEV
-13.7%
+409.7%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.4% | +0.5% | +11.9% | +12.3% |
| 7D | +19.4% | -4.6% | +24.0% | +20.3% |
| 30D | +5.6% | +8.6% | -3.0% | +3.8% |
| 3M | +33.1% | +62.4% | -29.4% | +20.6% |
| 6M | +192.5% | +40.3% | +152.2% | +172.0% |
| YTD | +160.9% | +17.5% | +143.4% | +150.7% |
| 1Y | +155.0% | -6.1% | +161.1% | +155.8% |
| 3Y | +289.4% | +16.7% | +272.7% | +266.9% |
| All | +396.0% | -13.7% | +409.7% | +342.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling