+987.6%
WDC vs VEEV
+623.9%
+363.6%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -3.3% | +9.1% | +6.7% |
| 7D | +1.7% | -0.6% | +2.3% | +1.8% |
| 30D | -10.0% | +28.8% | -38.8% | -16.2% |
| 3M | -18.8% | +54.0% | -72.8% | -28.9% |
| 6M | +79.0% | +46.0% | +33.1% | +57.0% |
| YTD | +171.6% | +23.2% | +148.3% | +149.3% |
| 1Y | +417.4% | +1.9% | +415.5% | +400.4% |
| 3Y | +1,251.8% | +27.0% | +1,224.8% | +1,090.2% |
| 5Y | +911.7% | -13.4% | +925.1% | +861.4% |
| 10Y | +1,399.6% | +575.2% | +824.4% | +673.1% |
| All | +987.6% | +623.9% | +363.6% | +418.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VEEV.
Daily Out/Under-Performance
Portfolio return minus VEEV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEEV 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 VEEV 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