+328.7%
WM vs VEEV
+699.2%
-370.4%
-30.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.9% | -0.7% | +0.1% |
| 7D | -0.5% | -0.2% | -0.3% | -0.4% |
| 30D | +13.3% | +3.5% | +9.8% | +12.9% |
| 3M | +4.4% | +32.9% | -28.6% | +0.9% |
| 6M | +10.8% | +84.2% | -73.4% | +3.0% |
| YTD | +9.1% | +37.3% | -28.2% | +4.5% |
| 1Y | +19.1% | +3.9% | +15.2% | +17.8% |
| 3Y | +45.7% | +83.9% | -38.3% | +32.7% |
| 5Y | +60.4% | -4.3% | +64.7% | +56.5% |
| 10Y | +328.7% | +669.1% | -340.4% | +219.8% |
| All | +328.7% | +699.2% | -370.4% | +219.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling