+612.7%
VEEV vs WPM
+716.7%
-104.0%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +0.1% | -3.8% | -3.7% |
| 7D | -5.2% | +7.0% | -12.2% | -6.0% |
| 30D | +14.9% | +15.7% | -0.8% | +12.6% |
| 3M | +58.4% | +35.2% | +23.1% | +51.8% |
| 6M | +35.5% | +6.1% | +29.4% | +33.3% |
| YTD | +18.6% | +32.6% | -13.9% | +12.5% |
| 1Y | -6.3% | +46.9% | -53.3% | -12.8% |
| 3Y | +20.2% | +276.3% | -256.1% | -4.2% |
| 5Y | -13.8% | +260.0% | -273.8% | -31.7% |
| 10Y | +542.0% | +508.5% | +33.5% | +376.1% |
| All | +612.7% | +716.7% | -104.0% | +422.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling