+122.4%
WMB vs VEEV
+81.4%
+41.0%
-18.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.8% | +1.5% | +0.7% |
| 7D | +8.1% | -2.5% | +10.6% | +8.0% |
| 30D | -6.9% | +0.3% | -7.1% | -6.9% |
| 3M | -5.1% | +25.2% | -30.3% | -4.8% |
| 6M | -5.7% | +89.7% | -95.4% | -5.5% |
| YTD | +18.1% | +35.5% | -17.4% | +20.1% |
| 1Y | +18.4% | +1.8% | +16.6% | +22.9% |
| All | +122.4% | +81.4% | +41.0% | +114.2% |
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