+44.7%
HWM vs VEEV
+2.5%
+42.2%
-16.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -3.3% | +2.8% | -0.8% |
| 7D | -2.1% | -0.6% | -1.5% | -2.1% |
| 30D | -11.0% | +28.8% | -39.8% | -8.6% |
| 3M | +4.0% | +54.0% | -50.0% | +8.5% |
| 6M | -0.2% | +46.0% | -46.2% | +5.2% |
| YTD | +26.7% | +23.2% | +3.4% | +36.8% |
| 1Y | +44.7% | +1.9% | +42.9% | +66.3% |
| All | +44.7% | +2.5% | +42.2% | +66.3% |
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