+20.2%
VEEV vs HAS
+45.6%
-25.4%
-50.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -2.4% | -1.3% | -3.2% |
| 7D | -5.2% | -3.1% | -2.1% | -4.5% |
| 30D | +14.9% | -2.7% | +17.6% | +15.4% |
| 3M | +58.4% | +8.9% | +49.4% | +55.1% |
| 6M | +35.5% | -2.9% | +38.4% | +35.5% |
| YTD | +18.6% | +12.6% | +6.0% | +13.9% |
| 1Y | -6.3% | +17.5% | -23.8% | -11.2% |
| 3Y | +20.2% | +46.2% | -26.0% | -3.9% |
| All | +20.2% | +45.6% | -25.4% | -3.9% |
Cumulative growth
Daily Returns
Daily percentage return beside HAS.
Daily Out/Under-Performance
Portfolio return minus HAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HAS 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 3y: compounded portfolio wealth divided by compounded HAS 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…
3y analysis · Full analysis span regression · 6 months rolling