+343.7%
HPQ vs VEEV
+596.9%
-253.3%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -3.7% | -0.8% | -3.7% |
| 7D | -0.5% | -5.2% | +4.7% | +0.6% |
| 30D | +3.7% | +14.9% | -11.2% | +0.3% |
| 3M | +24.3% | +58.4% | -34.1% | +12.4% |
| 6M | +64.8% | +35.5% | +29.3% | +53.3% |
| YTD | +43.9% | +18.6% | +25.3% | +37.3% |
| 1Y | +11.7% | -6.3% | +18.0% | +11.3% |
| 3Y | +19.7% | +20.2% | -0.5% | +10.9% |
| 5Y | +32.2% | -13.8% | +46.0% | +27.3% |
| 10Y | +198.9% | +542.0% | -343.1% | +93.2% |
| All | +343.7% | +596.9% | -253.3% | +168.1% |
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