+51.0%
HPQ vs VEEV
-13.7%
+64.7%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.4% | +0.5% | +7.9% | +8.3% |
| 7D | +9.8% | -4.6% | +14.4% | +10.9% |
| 30D | +22.4% | +8.6% | +13.7% | +19.6% |
| 3M | +45.2% | +62.4% | -17.3% | +29.7% |
| 6M | +96.4% | +40.3% | +56.2% | +80.6% |
| YTD | +65.4% | +17.5% | +47.8% | +57.3% |
| 1Y | +31.6% | -6.1% | +37.7% | +30.5% |
| 3Y | +37.0% | +16.7% | +20.4% | +26.6% |
| All | +51.0% | -13.7% | +64.7% | +41.6% |
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