+243.8%
HPQ vs VEEV
+556.2%
-312.3%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.4% | +0.5% | +7.9% | +8.3% |
| 7D | +9.8% | -4.6% | +14.4% | +11.0% |
| 30D | +22.4% | +8.6% | +13.7% | +19.4% |
| 3M | +45.2% | +62.4% | -17.3% | +28.6% |
| 6M | +96.4% | +40.3% | +56.2% | +79.5% |
| YTD | +65.4% | +17.5% | +47.8% | +57.0% |
| 1Y | +31.6% | -6.1% | +37.7% | +31.0% |
| 3Y | +37.0% | +16.7% | +20.4% | +26.3% |
| 5Y | +53.0% | -13.3% | +66.3% | +46.6% |
| All | +243.8% | +556.2% | -312.3% | +107.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling