+3.6%
WBD vs VEA
+59.5%
-55.9%
-78.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.1% | -1.6% | -1.9% |
| 7D | -0.7% | -1.5% | +0.7% | +1.0% |
| 30D | +1.4% | -0.8% | +2.2% | +2.3% |
| 3M | +4.4% | +2.5% | +1.9% | +0.2% |
| 6M | +0.8% | +11.1% | -10.3% | -14.7% |
| YTD | -2.7% | +17.2% | -19.9% | -24.7% |
| 1Y | +73.4% | +24.5% | +48.9% | +21.8% |
| 3Y | +142.1% | +75.4% | +66.7% | +4.3% |
| All | +3.6% | +59.5% | -55.9% | -46.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VEA.
Daily Out/Under-Performance
Portfolio return minus VEA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEA 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 5y: compounded portfolio wealth divided by compounded VEA 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…
5y analysis · Full analysis span regression · 6 months rolling