+5.8%
VEEV vs WCC
+24.5%
-18.6%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -9.9% | +12.4% | +0.9% |
| 7D | -2.3% | -8.8% | +6.5% | -3.4% |
| 30D | +9.6% | -16.0% | +25.6% | +7.0% |
| 3M | +46.6% | -15.2% | +61.8% | +43.7% |
| 6M | +82.5% | -8.4% | +90.9% | +81.6% |
| YTD | +39.2% | +30.1% | +9.1% | +32.6% |
| 1Y | +5.8% | +26.4% | -20.6% | +1.5% |
| All | +5.8% | +24.5% | -18.6% | +1.5% |
Cumulative growth
Daily Returns
Daily percentage return beside WCC.
Daily Out/Under-Performance
Portfolio return minus WCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCC 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 WCC 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