+29.8%
WELL vs VEEV
+3.3%
+26.5%
-12.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.3% | +0.1% | -0.2% |
| 7D | +0.1% | -0.7% | +0.8% | +0.1% |
| 30D | +5.7% | +1.4% | +4.3% | +5.8% |
| 3M | +4.6% | +19.4% | -14.7% | +5.9% |
| 6M | +11.9% | +93.6% | -81.8% | +17.9% |
| YTD | +33.6% | +35.1% | -1.5% | +35.8% |
| 1Y | +29.8% | +3.4% | +26.4% | +27.7% |
| All | +29.8% | +3.3% | +26.5% | +27.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling