+144.6%
IEFA vs WEC
+146.6%
-2.0%
-34.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | 0.0% | +1.0% | +1.0% |
| 7D | -1.6% | -0.6% | -1.0% | -1.4% |
| 30D | -1.5% | -2.6% | +1.1% | -0.9% |
| 3M | +3.4% | -6.0% | +9.4% | +4.8% |
| 6M | +9.5% | -5.4% | +14.9% | +10.6% |
| YTD | +13.0% | +2.5% | +10.6% | +12.0% |
| 1Y | +18.0% | -0.7% | +18.7% | +17.7% |
| 3Y | +65.4% | +38.7% | +26.6% | +50.9% |
| 5Y | +51.6% | +31.7% | +19.9% | +39.2% |
| All | +144.6% | +146.6% | -2.0% | +106.6% |
Cumulative growth
Daily Returns
Daily percentage return beside WEC.
Daily Out/Under-Performance
Portfolio return minus WEC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WEC 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 WEC 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