+172.5%
VEA vs WWD
+1,198.2%
-1,025.7%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.0% | +1.6% | +0.2% |
| 7D | +1.9% | +0.8% | +1.1% | +1.6% |
| 30D | +0.8% | -6.4% | +7.2% | +2.9% |
| 3M | +5.7% | -5.6% | +11.3% | +7.0% |
| 6M | +13.3% | -9.1% | +22.4% | +15.7% |
| YTD | +18.4% | +12.5% | +5.9% | +12.0% |
| 1Y | +27.0% | +41.3% | -14.4% | +10.4% |
| 3Y | +79.3% | +170.2% | -91.0% | +21.5% |
| 5Y | +62.1% | +192.5% | -130.4% | +4.4% |
| 10Y | +160.3% | +476.9% | -316.6% | +19.6% |
| All | +172.5% | +1,198.2% | -1,025.7% | -20.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling