+4.4%
HWM vs VEEV
+6.7%
-2.4%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | +2.4% | -6.7% | -4.0% |
| 7D | +9.4% | -2.3% | +11.7% | +9.2% |
| 30D | -7.0% | +9.6% | -16.6% | -6.0% |
| 3M | -25.9% | +46.6% | -72.5% | -22.1% |
| 6M | -10.8% | +82.5% | -93.3% | -3.5% |
| YTD | +4.3% | +39.2% | -34.8% | +14.3% |
| 1Y | +4.4% | +5.8% | -1.5% | +16.8% |
| All | +4.4% | +6.7% | -2.4% | +16.8% |
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 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