+208.8%
WELL vs VEEV
-15.0%
+223.8%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.5% | +1.0% | -0.4% |
| 7D | -1.1% | -7.1% | +6.0% | -0.5% |
| 30D | +0.7% | +11.1% | -10.4% | -0.3% |
| 3M | +14.5% | +55.5% | -41.0% | +9.7% |
| 6M | +14.4% | +33.4% | -18.9% | +11.0% |
| YTD | +28.5% | +16.8% | +11.6% | +26.4% |
| 1Y | +41.8% | -7.7% | +49.5% | +43.3% |
| 3Y | +202.8% | +18.4% | +184.4% | +191.7% |
| 5Y | +208.8% | -14.8% | +223.6% | +187.7% |
| All | +208.8% | -15.0% | +223.8% | +187.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling