+11.1%
VEU vs WTW
+9.2%
+2.0%
-5.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | WTW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.1% | +1.0% | +1.1% |
| 7D | -1.4% | -5.7% | +4.3% | -2.1% |
| 30D | -0.4% | -7.3% | +6.8% | -1.3% |
| 3M | +2.5% | +21.5% | -18.9% | +6.8% |
| 6M | +11.1% | +9.6% | +1.5% | +14.8% |
| All | +11.1% | +9.2% | +2.0% | +14.8% |
Cumulative growth
Daily Returns
Daily percentage return beside WTW.
Daily Out/Under-Performance
Portfolio return minus WTW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WTW 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 6mo: compounded portfolio wealth divided by compounded WTW 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…
6mo analysis · Full analysis span regression · 6 months rolling