+73.0%
VEA vs WM
+48.6%
+24.4%
-13.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.1% | +0.1% | 0.0% |
| 7D | +2.3% | +3.2% | -0.9% | +2.2% |
| 30D | +0.2% | +13.0% | -12.8% | -0.1% |
| 3M | -5.3% | +9.2% | -14.6% | -5.5% |
| 6M | -0.9% | +13.6% | -14.6% | -1.7% |
| YTD | +12.2% | +12.4% | -0.2% | +10.9% |
| 1Y | +16.1% | +21.2% | -5.1% | +13.1% |
| 3Y | +73.0% | +48.7% | +24.3% | +67.6% |
| All | +73.0% | +48.6% | +24.4% | +67.6% |
Cumulative growth
Daily Returns
Daily percentage return beside WM.
Daily Out/Under-Performance
Portfolio return minus WM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WM 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 WM 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