+711.4%
VEEV vs WEC
+346.4%
+365.0%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.9% | -1.2% | -0.5% |
| 7D | -0.7% | +2.3% | -3.0% | -1.2% |
| 30D | +1.4% | +11.1% | -9.7% | -1.0% |
| 3M | +19.4% | +8.4% | +10.9% | +17.0% |
| 6M | +93.6% | +7.5% | +86.1% | +90.0% |
| YTD | +35.1% | +15.3% | +19.7% | +29.8% |
| 1Y | +3.4% | +9.7% | -6.4% | +0.5% |
| 3Y | +81.4% | +64.7% | +16.7% | +57.8% |
| 5Y | -5.1% | +57.3% | -62.3% | -17.2% |
| 10Y | +661.2% | +195.9% | +465.4% | +509.2% |
| All | +711.4% | +346.4% | +365.0% | +500.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling