+60.9%
VEA vs WAT
-4.9%
+65.8%
-29.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.5% | -1.3% | -1.0% |
| 7D | +0.3% | -1.8% | +2.1% | +0.7% |
| 30D | +0.4% | -1.7% | +2.1% | +0.8% |
| 3M | +4.8% | +9.1% | -4.3% | +2.7% |
| 6M | +11.3% | +32.4% | -21.2% | +3.9% |
| YTD | +17.4% | +6.6% | +10.8% | +14.5% |
| 1Y | +26.2% | +34.7% | -8.5% | +16.2% |
| 3Y | +77.7% | +53.6% | +24.1% | +51.5% |
| 5Y | +60.9% | -4.1% | +65.0% | +50.0% |
| All | +60.9% | -4.9% | +65.8% | +50.0% |
Cumulative growth
Daily Returns
Daily percentage return beside WAT.
Daily Out/Under-Performance
Portfolio return minus WAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WAT 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 5y: compounded portfolio wealth divided by compounded WAT 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…
5y analysis · Full analysis span regression · 6 months rolling