+1,895.2%
WAB vs VEU
+174.2%
+1,721.0%
-64.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.1% | -0.8% | -0.8% |
| 7D | +5.1% | +2.1% | +3.0% | +3.0% |
| 30D | +4.0% | -0.9% | +4.9% | +5.1% |
| 3M | +0.1% | -5.4% | +5.5% | +5.8% |
| 6M | +12.8% | -1.8% | +14.6% | +14.5% |
| YTD | +40.1% | +10.9% | +29.1% | +25.6% |
| 1Y | +46.4% | +13.6% | +32.8% | +28.2% |
| 3Y | +167.4% | +69.3% | +98.1% | +56.8% |
| 5Y | +215.0% | +48.1% | +166.9% | +111.4% |
| 10Y | +269.2% | +148.0% | +121.2% | +52.1% |
| All | +1,895.2% | +174.2% | +1,721.0% | +630.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU 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 VEU 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