+539.2%
VEEV vs THC
+1,045.0%
-505.8%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | THC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +3.9% | -5.4% | -2.0% |
| 7D | -7.1% | +4.1% | -11.2% | -7.6% |
| 30D | +11.1% | +3.5% | +7.6% | +10.6% |
| 3M | +55.5% | +61.7% | -6.2% | +46.2% |
| 6M | +33.4% | +11.8% | +21.5% | +30.8% |
| YTD | +16.8% | +35.4% | -18.6% | +11.5% |
| 1Y | -7.7% | +37.0% | -44.8% | -12.3% |
| 3Y | +18.4% | +260.1% | -241.7% | -2.2% |
| 5Y | -14.8% | +262.6% | -277.4% | -31.3% |
| All | +539.2% | +1,045.0% | -505.8% | +325.4% |
Cumulative growth
Daily Returns
Daily percentage return beside THC.
Daily Out/Under-Performance
Portfolio return minus THC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × THC 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 THC 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