+1,794.1%
WAB vs VEU
+192.1%
+1,601.9%
-64.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.5% | +0.2% | +0.2% |
| 7D | -3.2% | +1.1% | -4.4% | -4.3% |
| 30D | -4.4% | +2.2% | -6.6% | -6.5% |
| 3M | +7.9% | +3.0% | +4.9% | +4.4% |
| 6M | +8.7% | +10.9% | -2.2% | -2.3% |
| YTD | +33.0% | +18.2% | +14.8% | +11.8% |
| 1Y | +46.7% | +28.3% | +18.4% | +13.7% |
| 3Y | +153.0% | +74.6% | +78.4% | +43.9% |
| 5Y | +222.3% | +56.4% | +165.9% | +104.8% |
| 10Y | +291.0% | +153.0% | +138.0% | +57.5% |
| All | +1,794.1% | +192.1% | +1,601.9% | +550.7% |
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