+61.6%
VEA vs WM
+52.1%
+9.5%
-29.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.2% | +1.7% | +0.6% |
| 7D | +1.0% | -0.3% | +1.3% | +1.0% |
| 30D | +1.9% | -2.4% | +4.3% | +2.3% |
| 3M | +3.2% | +0.4% | +2.8% | +2.7% |
| 6M | +10.2% | -9.5% | +19.7% | +12.2% |
| YTD | +18.9% | +0.5% | +18.4% | +17.7% |
| 1Y | +29.3% | -1.1% | +30.4% | +28.4% |
| 3Y | +76.8% | +46.0% | +30.7% | +54.4% |
| All | +61.6% | +52.1% | +9.5% | +36.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling