+752.3%
WAT vs VEU
+174.2%
+578.1%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.1% | -0.4% | -0.4% |
| 7D | +0.6% | +2.1% | -1.5% | -0.9% |
| 30D | +5.4% | -0.9% | +6.3% | +6.2% |
| 3M | +11.3% | -5.4% | +16.7% | +16.0% |
| 6M | +37.4% | -1.8% | +39.2% | +38.8% |
| YTD | +21.2% | +10.9% | +10.2% | +11.7% |
| 1Y | +21.3% | +13.6% | +7.8% | +9.9% |
| 3Y | +83.4% | +69.3% | +14.1% | +24.6% |
| 5Y | +29.0% | +48.1% | -19.1% | -3.5% |
| 10Y | +223.9% | +148.0% | +75.9% | +68.7% |
| All | +752.3% | +174.2% | +578.1% | +284.6% |
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