+48.9%
WM vs VEEV
+81.4%
-32.5%
-18.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.8% | +2.4% | +1.6% |
| 7D | +1.2% | -2.5% | +3.7% | +1.3% |
| 30D | +15.2% | +0.3% | +15.0% | +15.2% |
| 3M | +8.3% | +25.2% | -16.9% | +6.9% |
| 6M | +13.1% | +89.7% | -76.6% | +8.8% |
| YTD | +12.5% | +35.5% | -22.9% | +10.3% |
| 1Y | +21.8% | +1.8% | +19.9% | +21.3% |
| All | +48.9% | +81.4% | -32.5% | +42.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling