-14.8%
VEEV vs HDB
-38.7%
+23.9%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -1.8% | +0.3% | -1.1% |
| 7D | -7.1% | -4.9% | -2.2% | -5.8% |
| 30D | +11.1% | -5.8% | +17.0% | +12.7% |
| 3M | +55.5% | -5.2% | +60.7% | +56.8% |
| 6M | +33.4% | -25.7% | +59.1% | +43.9% |
| YTD | +16.8% | -39.6% | +56.4% | +33.8% |
| 1Y | -7.7% | -36.9% | +29.2% | +4.0% |
| 3Y | +18.4% | -29.7% | +48.1% | +26.2% |
| 5Y | -14.8% | -37.8% | +23.0% | -7.7% |
| All | -14.8% | -38.7% | +23.9% | -7.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling