+20.0%
WM vs VEEV
+4.9%
+15.1%
-17.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.9% | -0.7% | +0.1% |
| 7D | -0.5% | -0.2% | -0.3% | -0.5% |
| 30D | +13.3% | +3.5% | +9.8% | +13.1% |
| 3M | +4.4% | +32.9% | -28.6% | +2.7% |
| 6M | +10.8% | +84.2% | -73.4% | +6.4% |
| YTD | +9.1% | +37.3% | -28.2% | +8.5% |
| All | +20.0% | +4.9% | +15.1% | +25.4% |
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