-7.7%
VEEV vs THC
+40.1%
-47.8%
-50.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | THC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +3.9% | -5.4% | -1.7% |
| 7D | -7.1% | +4.1% | -11.2% | -7.3% |
| 30D | +11.1% | +3.5% | +7.6% | +10.8% |
| 3M | +55.5% | +61.7% | -6.2% | +54.5% |
| 6M | +33.4% | +11.8% | +21.5% | +28.5% |
| YTD | +16.8% | +35.4% | -18.6% | +15.6% |
| 1Y | -7.7% | +37.0% | -44.8% | -9.3% |
| All | -7.7% | +40.1% | -47.8% | -9.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling