+601.8%
VEEV vs XHB
+270.7%
+331.2%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -1.5% | 0.0% | -0.7% |
| 7D | -7.1% | -1.9% | -5.2% | -6.1% |
| 30D | +11.1% | -8.3% | +19.4% | +16.2% |
| 3M | +55.5% | -7.1% | +62.7% | +60.4% |
| 6M | +33.4% | -5.3% | +38.6% | +34.5% |
| YTD | +16.8% | -3.2% | +20.0% | +15.7% |
| 1Y | -7.7% | -13.9% | +6.1% | -2.9% |
| 3Y | +18.4% | +24.9% | -6.5% | -4.1% |
| 5Y | -14.8% | +34.5% | -49.3% | -35.0% |
| 10Y | +546.5% | +215.5% | +331.1% | +170.9% |
| All | +601.8% | +270.7% | +331.2% | +161.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling