-12.2%
VEEV vs WCN
+24.9%
-37.2%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.2% | +0.4% | +0.5% |
| 7D | -4.6% | -3.1% | -1.5% | -3.2% |
| 30D | +8.6% | -3.4% | +12.0% | +10.4% |
| 3M | +62.4% | +3.0% | +59.5% | +60.3% |
| 6M | +40.3% | -3.8% | +44.0% | +42.2% |
| YTD | +17.5% | -8.3% | +25.9% | +21.9% |
| 1Y | -6.1% | -9.7% | +3.6% | -2.1% |
| 3Y | +16.7% | +17.2% | -0.5% | +0.3% |
| All | -12.2% | +24.9% | -37.2% | -31.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling