+543.1%
VEEV vs WU
-39.1%
+582.2%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.6% | 0.0% | +0.4% |
| 7D | -4.6% | -3.5% | -1.1% | -3.6% |
| 30D | +8.6% | -2.9% | +11.6% | +9.6% |
| 3M | +62.4% | -2.3% | +64.7% | +61.8% |
| 6M | +40.3% | -25.4% | +65.6% | +51.1% |
| YTD | +17.5% | -21.2% | +38.7% | +24.5% |
| 1Y | -6.1% | -8.9% | +2.8% | -5.6% |
| 3Y | +16.7% | -29.0% | +45.6% | +24.6% |
| 5Y | -13.3% | -50.7% | +37.4% | +2.0% |
| All | +543.1% | -39.1% | +582.2% | +525.2% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 10y: compounded portfolio wealth divided by compounded WU 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…
10y analysis · Full analysis span regression · 6 months rolling