+539.7%
VEEV vs WEC
+146.6%
+393.1%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.8% | +0.8% | +0.3% |
| 7D | -8.2% | -1.3% | -7.0% | -7.9% |
| 30D | +10.3% | -0.4% | +10.7% | +10.3% |
| 3M | +59.4% | -6.8% | +66.2% | +62.2% |
| 6M | +37.6% | -6.4% | +44.0% | +39.4% |
| YTD | +16.9% | +2.5% | +14.4% | +15.3% |
| 1Y | -5.0% | -0.4% | -4.6% | -5.6% |
| 3Y | +18.5% | +38.5% | -20.1% | +6.0% |
| 5Y | -13.8% | +31.7% | -45.5% | -22.6% |
| All | +539.7% | +146.6% | +393.1% | +427.6% |
Cumulative growth
Daily Returns
Daily percentage return beside WEC.
Daily Out/Under-Performance
Portfolio return minus WEC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WEC 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 10y: compounded portfolio wealth divided by compounded WEC 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…
10y analysis · Full analysis span regression · 6 months rolling