+161.1%
VEA vs WWD
+498.2%
-337.2%
-35.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.4% | -0.3% | +0.7% |
| 7D | -1.5% | -2.6% | +1.1% | -0.7% |
| 30D | -0.8% | -6.9% | +6.1% | +1.1% |
| 3M | +2.5% | -13.0% | +15.5% | +6.1% |
| 6M | +11.1% | -12.5% | +23.6% | +14.5% |
| YTD | +17.2% | +11.8% | +5.3% | +12.0% |
| 1Y | +24.5% | +41.1% | -16.5% | +10.5% |
| 3Y | +75.4% | +163.1% | -87.6% | +25.9% |
| 5Y | +61.1% | +187.6% | -126.5% | +10.0% |
| All | +161.1% | +498.2% | -337.2% | +43.0% |
Cumulative growth
Daily Returns
Daily percentage return beside WWD.
Daily Out/Under-Performance
Portfolio return minus WWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WWD 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 WWD 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