+711.4%
VEEV vs HDB
+250.5%
+460.9%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.5% | -0.8% | -0.4% |
| 7D | -0.7% | +2.7% | -3.5% | -1.5% |
| 30D | +1.4% | +14.1% | -12.7% | -2.5% |
| 3M | +19.4% | +11.8% | +7.5% | +15.0% |
| 6M | +93.6% | +8.2% | +85.5% | +87.5% |
| YTD | +35.1% | -29.3% | +64.4% | +48.1% |
| 1Y | +3.4% | -28.8% | +32.2% | +13.0% |
| 3Y | +81.4% | -7.5% | +88.8% | +78.0% |
| 5Y | -5.1% | -23.1% | +18.0% | -2.5% |
| 10Y | +661.2% | +63.7% | +597.6% | +481.2% |
| All | +711.4% | +250.5% | +460.9% | +400.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling