-12.2%
VEEV vs WEC
+30.6%
-42.9%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | 0.0% | +0.6% | +0.5% |
| 7D | -4.6% | -0.6% | -4.0% | -4.6% |
| 30D | +8.6% | -2.6% | +11.3% | +9.0% |
| 3M | +62.4% | -6.0% | +68.5% | +63.7% |
| 6M | +40.3% | -5.4% | +45.7% | +41.0% |
| YTD | +17.5% | +2.5% | +15.1% | +16.3% |
| 1Y | -6.1% | -0.7% | -5.4% | -6.6% |
| 3Y | +16.7% | +38.7% | -22.1% | +8.7% |
| All | -12.2% | +30.6% | -42.9% | -16.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling