-11.2%
VEEV vs HAS
+13.4%
-24.6%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.5% | -2.8% | -3.1% |
| 7D | -0.6% | -1.8% | +1.2% | -0.1% |
| 30D | +28.8% | +2.3% | +26.6% | +27.9% |
| 3M | +54.0% | +10.4% | +43.7% | +49.1% |
| 6M | +46.0% | -3.2% | +49.2% | +45.9% |
| YTD | +23.2% | +15.4% | +7.8% | +16.0% |
| 1Y | +1.9% | +18.8% | -16.9% | -5.3% |
| 3Y | +27.0% | +43.9% | -16.9% | +8.4% |
| All | -11.2% | +13.4% | -24.6% | -13.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling