+16.0%
VEEV vs HIG
+101.8%
-85.7%
-50.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.2% | -0.1% | 0.0% |
| 7D | -8.2% | -2.3% | -5.9% | -7.8% |
| 30D | +10.3% | -1.2% | +11.5% | +10.5% |
| 3M | +59.4% | +6.3% | +53.1% | +57.4% |
| 6M | +37.6% | +0.6% | +37.0% | +37.1% |
| YTD | +16.9% | +0.6% | +16.3% | +16.3% |
| 1Y | -5.0% | +6.1% | -11.1% | -6.6% |
| All | +16.0% | +101.8% | -85.7% | +6.3% |
Cumulative growth
Daily Returns
Daily percentage return beside HIG.
Daily Out/Under-Performance
Portfolio return minus HIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HIG 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 3y: compounded portfolio wealth divided by compounded HIG 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…
3y analysis · Full analysis span regression · 6 months rolling