+539.7%
VEEV vs HDB
+32.9%
+506.7%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.1% | +1.2% | +0.4% |
| 7D | -8.2% | -6.2% | -2.0% | -6.5% |
| 30D | +10.3% | -6.2% | +16.5% | +12.1% |
| 3M | +59.4% | -5.9% | +65.2% | +61.2% |
| 6M | +37.6% | -25.9% | +63.5% | +48.8% |
| YTD | +16.9% | -40.2% | +57.1% | +34.6% |
| 1Y | -5.0% | -38.0% | +33.0% | +7.9% |
| 3Y | +18.5% | -30.5% | +49.0% | +27.1% |
| 5Y | -13.8% | -38.1% | +24.3% | -5.7% |
| All | +539.7% | +32.9% | +506.7% | +437.0% |
Cumulative growth
Daily Returns
Daily percentage return beside HDB.
Daily Out/Under-Performance
Portfolio return minus HDB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HDB 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 HDB 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