+655.7%
VEEV vs FHN
+81.8%
+573.9%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FHN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.5% | -0.8% | -0.4% |
| 7D | -0.7% | +2.1% | -2.9% | -1.0% |
| 30D | +1.4% | +3.8% | -2.4% | +0.9% |
| 3M | +19.4% | -8.9% | +28.3% | +20.6% |
| 6M | +93.6% | +1.8% | +91.8% | +92.9% |
| YTD | +35.1% | +0.6% | +34.5% | +34.6% |
| 1Y | +3.4% | +12.9% | -9.6% | +1.4% |
| 3Y | +81.4% | +126.4% | -45.0% | +62.6% |
| 5Y | -5.1% | +62.3% | -67.4% | -13.3% |
| All | +655.7% | +81.8% | +573.9% | +550.0% |
Cumulative growth
Daily Returns
Daily percentage return beside FHN.
Daily Out/Under-Performance
Portfolio return minus FHN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FHN 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 10y: compounded portfolio wealth divided by compounded FHN 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…
10y analysis · Full analysis span regression · 6 months rolling