+81.4%
VEEV vs WEC
+64.2%
+17.1%
-50.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.9% | -1.2% | -0.3% |
| 7D | -0.7% | +2.3% | -3.0% | -0.7% |
| 30D | +1.4% | +11.1% | -9.7% | +1.8% |
| 3M | +19.4% | +8.4% | +10.9% | +19.9% |
| 6M | +93.6% | +7.5% | +86.1% | +94.8% |
| YTD | +35.1% | +15.3% | +19.7% | +34.4% |
| 1Y | +3.4% | +9.7% | -6.4% | +3.6% |
| 3Y | +81.4% | +64.7% | +16.7% | +70.9% |
| All | +81.4% | +64.2% | +17.1% | +70.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling