-5.0%
VEEV vs WST
+37.8%
-42.7%
-50.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +2.2% | -2.1% | 0.0% |
| 7D | -8.2% | +0.4% | -8.7% | -8.2% |
| 30D | +10.3% | -2.0% | +12.3% | +10.4% |
| 3M | +59.4% | +4.1% | +55.3% | +58.9% |
| 6M | +37.6% | +47.4% | -9.8% | +35.0% |
| YTD | +16.9% | +25.4% | -8.5% | +14.3% |
| 1Y | -5.0% | +35.3% | -40.3% | -7.0% |
| All | -5.0% | +37.8% | -42.7% | -7.0% |
Cumulative growth
Daily Returns
Daily percentage return beside WST.
Daily Out/Under-Performance
Portfolio return minus WST return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WST 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 1y: compounded portfolio wealth divided by compounded WST 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…
1y analysis · Full analysis span regression · 6 months rolling