+253.6%
WBD vs VEU
+190.9%
+62.7%
-91.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.4% | -0.1% | -0.1% |
| 7D | -0.7% | +1.7% | -2.4% | -2.2% |
| 30D | +5.0% | +1.0% | +4.0% | +4.0% |
| 3M | +6.2% | +5.6% | +0.6% | +0.6% |
| 6M | +0.6% | +13.7% | -13.1% | -11.5% |
| YTD | -2.4% | +17.7% | -20.1% | -17.1% |
| 1Y | +127.7% | +25.8% | +101.9% | +82.2% |
| 3Y | +148.4% | +77.1% | +71.3% | +50.4% |
| 5Y | +4.2% | +57.1% | -52.9% | -28.5% |
| 10Y | +10.8% | +149.8% | -139.0% | -48.6% |
| All | +253.6% | +190.9% | +62.7% | +33.8% |
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