+16.0%
VEEV vs WCN
+18.2%
-2.1%
-50.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.1% | +1.2% | +0.4% |
| 7D | -8.2% | -4.4% | -3.8% | -6.9% |
| 30D | +10.3% | -4.4% | +14.8% | +11.8% |
| 3M | +59.4% | +0.5% | +58.9% | +59.3% |
| 6M | +37.6% | -3.3% | +40.8% | +38.9% |
| YTD | +16.9% | -8.5% | +25.4% | +20.0% |
| 1Y | -5.0% | -8.9% | +4.0% | -2.4% |
| All | +16.0% | +18.2% | -2.1% | +3.2% |
Cumulative growth
Daily Returns
Daily percentage return beside WCN.
Daily Out/Under-Performance
Portfolio return minus WCN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCN 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 3y: compounded portfolio wealth divided by compounded WCN 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…
3y analysis · Full analysis span regression · 6 months rolling