-13.8%
VEEV vs XHB
+30.4%
-44.2%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -2.3% | +2.4% | +1.2% |
| 7D | -8.2% | -5.2% | -3.0% | -5.8% |
| 30D | +10.3% | -12.1% | +22.5% | +17.4% |
| 3M | +59.4% | -6.2% | +65.6% | +63.0% |
| 6M | +37.6% | -6.7% | +44.3% | +39.6% |
| YTD | +16.9% | -5.5% | +22.4% | +16.9% |
| 1Y | -5.0% | -15.6% | +10.7% | +1.2% |
| 3Y | +18.5% | +22.0% | -3.5% | -7.7% |
| 5Y | -13.8% | +31.8% | -45.6% | -39.1% |
| All | -13.8% | +30.4% | -44.2% | -39.1% |
Cumulative growth
Daily Returns
Daily percentage return beside XHB.
Daily Out/Under-Performance
Portfolio return minus XHB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XHB 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 5y: compounded portfolio wealth divided by compounded XHB 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…
5y analysis · Full analysis span regression · 6 months rolling