+612.7%
VEEV vs HRB
+163.4%
+449.3%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -6.5% | +2.7% | -2.4% |
| 7D | -5.2% | -9.1% | +3.9% | -3.3% |
| 30D | +14.9% | +0.3% | +14.7% | +14.5% |
| 3M | +58.4% | +23.4% | +35.0% | +51.7% |
| 6M | +35.5% | +45.1% | -9.7% | +25.3% |
| YTD | +18.6% | +8.9% | +9.8% | +15.5% |
| 1Y | -6.3% | -7.9% | +1.6% | -6.3% |
| 3Y | +20.2% | +27.9% | -7.7% | +12.1% |
| 5Y | -13.8% | +108.3% | -122.1% | -26.7% |
| 10Y | +542.0% | +208.4% | +333.6% | +377.8% |
| All | +612.7% | +163.4% | +449.3% | +439.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling