+326.4%
WM vs VEEV
+664.3%
-337.9%
-30.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.3% | +0.6% | +0.4% |
| 7D | +1.2% | +0.8% | +0.4% | +1.1% |
| 30D | +13.7% | +3.2% | +10.5% | +13.3% |
| 3M | +5.2% | +30.2% | -25.0% | +1.9% |
| 6M | +11.2% | +83.7% | -72.5% | +3.3% |
| YTD | +9.4% | +36.9% | -27.5% | +4.9% |
| 1Y | +20.4% | +3.3% | +17.1% | +19.1% |
| 3Y | +44.7% | +85.1% | -40.4% | +31.7% |
| 5Y | +58.5% | -2.6% | +61.1% | +54.2% |
| 10Y | +326.4% | +676.7% | -350.3% | +217.0% |
| All | +326.4% | +664.3% | -337.9% | +217.0% |
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