+3.6%
WBD vs VEU
+55.0%
-51.3%
-78.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.0% | -1.6% | -1.9% |
| 7D | -0.7% | -1.4% | +0.7% | +1.0% |
| 30D | +1.4% | -0.4% | +1.8% | +1.8% |
| 3M | +4.4% | +2.5% | +1.9% | 0.0% |
| 6M | +0.8% | +11.1% | -10.3% | -15.0% |
| YTD | -2.7% | +16.5% | -19.2% | -24.5% |
| 1Y | +73.4% | +22.9% | +50.5% | +23.1% |
| 3Y | +142.1% | +73.4% | +68.7% | +3.2% |
| All | +3.6% | +55.0% | -51.3% | -45.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling