+152.2%
WBD vs VEA
+167.0%
-14.8%
-91.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.9% | +0.1% | 0.0% |
| 7D | -1.7% | +0.3% | -2.0% | -2.0% |
| 30D | +3.9% | +0.4% | +3.4% | +3.4% |
| 3M | +5.1% | +4.8% | +0.3% | +0.1% |
| 6M | +0.6% | +11.3% | -10.7% | -10.1% |
| YTD | -3.2% | +17.4% | -20.5% | -18.0% |
| 1Y | +127.7% | +26.2% | +101.4% | +80.3% |
| 3Y | +146.6% | +77.7% | +68.8% | +46.8% |
| 5Y | +4.2% | +60.9% | -56.7% | -30.8% |
| 10Y | +13.7% | +163.6% | -149.9% | -50.5% |
| All | +152.2% | +167.0% | -14.8% | +4.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling