+75.6%
HST vs VEEV
+6.7%
+68.9%
-15.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +2.4% | -1.2% | +1.2% |
| 7D | +3.3% | -2.3% | +5.6% | +3.4% |
| 30D | +16.4% | +9.6% | +6.8% | +16.1% |
| 3M | +5.5% | +46.6% | -41.2% | +4.7% |
| 6M | +31.1% | +82.5% | -51.4% | +29.2% |
| YTD | +55.9% | +39.2% | +16.8% | +54.5% |
| 1Y | +75.6% | +5.8% | +69.8% | +71.0% |
| All | +75.6% | +6.7% | +68.9% | +71.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling