+73.9%
HST vs VEEV
-15.0%
+88.9%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.5% | +1.4% | +0.2% |
| 7D | -0.3% | -7.1% | +6.8% | +1.2% |
| 30D | -2.8% | +11.1% | -13.9% | -5.3% |
| 3M | -6.5% | +55.5% | -62.0% | -15.9% |
| 6M | +20.7% | +33.4% | -12.6% | +12.0% |
| YTD | +30.5% | +16.8% | +13.6% | +24.6% |
| 1Y | +36.8% | -7.7% | +44.5% | +38.0% |
| 3Y | +65.9% | +18.4% | +47.5% | +52.6% |
| 5Y | +73.9% | -14.8% | +88.7% | +62.8% |
| All | +73.9% | -15.0% | +88.9% | +62.8% |
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