+5.8%
VEEV vs HBM
+47.3%
-41.4%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +3.6% | -1.2% | +2.7% |
| 7D | -2.3% | -5.8% | +3.6% | -2.6% |
| 30D | +9.6% | -18.5% | +28.1% | +8.3% |
| 3M | +46.6% | -10.3% | +56.9% | +46.0% |
| 6M | +82.5% | +2.1% | +80.4% | +86.8% |
| YTD | +39.2% | +12.0% | +27.1% | +42.5% |
| 1Y | +5.8% | +49.8% | -43.9% | +6.2% |
| All | +5.8% | +47.3% | -41.4% | +6.2% |
Cumulative growth
Daily Returns
Daily percentage return beside HBM.
Daily Out/Under-Performance
Portfolio return minus HBM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HBM 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 HBM 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