-13.8%
VEEV vs WU
-51.6%
+37.8%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.7% | +0.8% | +0.2% |
| 7D | -8.2% | -5.0% | -3.3% | -7.1% |
| 30D | +10.3% | -2.3% | +12.6% | +10.9% |
| 3M | +59.4% | -3.2% | +62.6% | +59.2% |
| 6M | +37.6% | -25.0% | +62.6% | +46.1% |
| YTD | +16.9% | -21.7% | +38.6% | +22.8% |
| 1Y | -5.0% | -9.0% | +4.0% | -4.4% |
| 3Y | +18.5% | -28.9% | +47.3% | +25.5% |
| 5Y | -13.8% | -51.0% | +37.2% | -5.2% |
| All | -13.8% | -51.6% | +37.8% | -5.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling