-5.0%
VEEV vs WAT
+34.9%
-39.8%
-50.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.8% | +0.9% | +0.2% |
| 7D | -8.2% | -2.9% | -5.3% | -7.7% |
| 30D | +10.3% | -3.2% | +13.5% | +11.0% |
| 3M | +59.4% | +10.6% | +48.8% | +56.8% |
| 6M | +37.6% | +34.0% | +3.5% | +32.0% |
| YTD | +16.9% | +5.7% | +11.2% | +14.5% |
| 1Y | -5.0% | +37.1% | -42.0% | -6.0% |
| All | -5.0% | +34.9% | -39.8% | -6.0% |
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