-14.8%
VEEV vs FHN
+90.1%
-104.9%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FHN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.4% | -1.2% | -1.5% |
| 7D | -7.1% | 0.0% | -7.1% | -7.1% |
| 30D | +11.1% | -2.6% | +13.7% | +11.5% |
| 3M | +55.5% | 0.0% | +55.5% | +55.4% |
| 6M | +33.4% | +9.2% | +24.1% | +31.4% |
| YTD | +16.8% | +4.3% | +12.5% | +15.8% |
| 1Y | -7.7% | +10.8% | -18.5% | -9.5% |
| 3Y | +18.4% | +130.7% | -112.3% | +5.2% |
| 5Y | -14.8% | +87.4% | -102.2% | -23.4% |
| All | -14.8% | +90.1% | -104.9% | -23.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling