+420.1%
HUT vs VEEV
+252.0%
+168.2%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -3.3% | +9.5% | +7.7% |
| 7D | +17.8% | -0.6% | +18.4% | +18.0% |
| 30D | +0.8% | +28.8% | -28.0% | -12.0% |
| 3M | -26.8% | +54.0% | -80.8% | -43.2% |
| 6M | +72.6% | +46.0% | +26.6% | +34.5% |
| YTD | +103.6% | +23.2% | +80.4% | +73.2% |
| 1Y | +265.3% | +1.9% | +263.4% | +242.1% |
| 3Y | +689.4% | +27.0% | +662.4% | +520.8% |
| 5Y | +75.3% | -13.4% | +88.7% | +62.5% |
| All | +420.1% | +252.0% | +168.2% | +321.9% |
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