+543.1%
VEEV vs HRB
+209.1%
+334.0%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.5% | 0.0% | +0.4% |
| 7D | -4.6% | -8.0% | +3.4% | -3.0% |
| 30D | +8.6% | -16.0% | +24.6% | +12.3% |
| 3M | +62.4% | +26.9% | +35.6% | +55.1% |
| 6M | +40.3% | +51.1% | -10.9% | +29.3% |
| YTD | +17.5% | +7.1% | +10.5% | +14.8% |
| 1Y | -6.1% | -9.6% | +3.5% | -5.8% |
| 3Y | +16.7% | +25.4% | -8.7% | +9.7% |
| 5Y | -13.3% | +114.9% | -128.3% | -25.3% |
| All | +543.1% | +209.1% | +334.0% | +410.1% |
Cumulative growth
Daily Returns
Daily percentage return beside HRB.
Daily Out/Under-Performance
Portfolio return minus HRB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HRB 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 HRB 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