+56.7%
HST vs VEEV
+3.3%
+53.4%
-15.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.3% | +0.2% | -0.1% |
| 7D | +3.6% | -0.7% | +4.3% | +3.6% |
| 30D | +11.2% | +1.4% | +9.8% | +11.1% |
| 3M | +13.1% | +19.4% | -6.3% | +12.8% |
| 6M | +23.9% | +93.6% | -69.7% | +21.6% |
| YTD | +52.3% | +35.1% | +17.2% | +50.4% |
| 1Y | +56.7% | +3.4% | +53.3% | +48.4% |
| All | +56.7% | +3.3% | +53.4% | +48.4% |
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