+640.3%
VEEV vs HDB
+214.6%
+425.7%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.4% | -2.8% | -3.1% |
| 7D | -0.6% | +0.4% | -1.0% | -0.7% |
| 30D | +28.8% | -2.8% | +31.7% | +29.6% |
| 3M | +54.0% | -3.5% | +57.6% | +54.8% |
| 6M | +46.0% | -24.7% | +70.7% | +57.4% |
| YTD | +23.2% | -36.6% | +59.8% | +39.8% |
| 1Y | +1.9% | -34.4% | +36.2% | +14.1% |
| 3Y | +27.0% | -24.4% | +51.4% | +33.0% |
| 5Y | -13.4% | -35.4% | +22.0% | -6.1% |
| 10Y | +575.2% | +39.5% | +535.7% | +442.8% |
| All | +640.3% | +214.6% | +425.7% | +372.2% |
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