+1.9%
VEEV vs WAT
+41.4%
-39.6%
-50.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -1.0% | -2.3% | -3.1% |
| 7D | -0.6% | -1.3% | +0.7% | -0.3% |
| 30D | +28.8% | +2.3% | +26.5% | +28.4% |
| 3M | +54.0% | +8.7% | +45.3% | +51.9% |
| 6M | +46.0% | +28.3% | +17.6% | +40.1% |
| YTD | +23.2% | +7.8% | +15.5% | +20.3% |
| 1Y | +1.9% | +36.6% | -34.7% | -3.2% |
| All | +1.9% | +41.4% | -39.6% | -3.2% |
Cumulative growth
Daily Returns
Daily percentage return beside WAT.
Daily Out/Under-Performance
Portfolio return minus WAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WAT 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 WAT 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