+720.2%
VEEV vs THC
+529.5%
+190.7%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | THC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.9% | -1.2% | -0.4% |
| 7D | -1.9% | +0.2% | -2.1% | -1.9% |
| 30D | +3.0% | +9.0% | -6.0% | +1.7% |
| 3M | +28.8% | +12.9% | +15.9% | +26.4% |
| 6M | +91.3% | +52.8% | +38.4% | +79.4% |
| YTD | +36.5% | +47.4% | -10.9% | +27.9% |
| 1Y | +1.9% | +47.7% | -45.8% | -4.8% |
| 3Y | +84.6% | +444.7% | -360.0% | +40.4% |
| 5Y | -2.6% | +269.3% | -271.9% | -23.8% |
| 10Y | +669.4% | +1,913.5% | -1,244.1% | +320.8% |
| All | +720.2% | +529.5% | +190.7% | +448.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling