+23.7%
WMB vs VEEV
+6.7%
+17.0%
-13.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | +2.4% | -8.8% | -6.0% |
| 7D | -8.6% | -2.3% | -6.4% | -8.8% |
| 30D | -4.2% | +9.6% | -13.8% | -3.1% |
| 3M | -4.4% | +46.6% | -51.0% | +0.2% |
| 6M | -8.7% | +82.5% | -91.2% | -1.7% |
| YTD | +15.4% | +39.2% | -23.8% | +24.3% |
| 1Y | +23.7% | +5.8% | +17.9% | +38.8% |
| All | +23.7% | +6.7% | +17.0% | +38.8% |
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 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