+16.7%
VEEV vs WPM
+267.3%
-250.6%
-50.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +2.1% | -1.5% | +0.4% |
| 7D | -4.6% | -0.6% | -4.1% | -4.6% |
| 30D | +8.6% | +14.4% | -5.8% | +7.8% |
| 3M | +62.4% | +37.0% | +25.4% | +59.8% |
| 6M | +40.3% | +4.1% | +36.1% | +40.1% |
| YTD | +17.5% | +31.7% | -14.2% | +14.4% |
| 1Y | -6.1% | +44.2% | -50.3% | -9.5% |
| 3Y | +16.7% | +265.5% | -248.8% | -1.4% |
| All | +16.7% | +267.3% | -250.6% | -1.4% |
Cumulative growth
Daily Returns
Daily percentage return beside WPM.
Daily Out/Under-Performance
Portfolio return minus WPM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WPM 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 WPM 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