+36.2%
HST vs VEEV
-7.5%
+43.8%
-15.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.1% | +0.4% | +0.5% |
| 7D | +0.7% | -8.2% | +8.9% | +0.8% |
| 30D | -0.7% | +10.3% | -11.0% | -0.9% |
| 3M | -4.0% | +59.4% | -63.4% | -5.3% |
| 6M | +20.7% | +37.6% | -16.9% | +20.4% |
| YTD | +31.0% | +16.9% | +14.1% | +30.0% |
| 1Y | +36.2% | -5.0% | +41.2% | +34.7% |
| All | +36.2% | -7.5% | +43.8% | +34.7% |
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