+26.4%
WCC vs VEU
+17.0%
+9.4%
-20.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.9% | +2.0% | -11.9% | -13.0% |
| 7D | -8.8% | +0.2% | -9.0% | -9.3% |
| 30D | -16.0% | -2.1% | -13.9% | -13.0% |
| 3M | -15.2% | -2.7% | -12.5% | -11.2% |
| 6M | -8.4% | +3.2% | -11.6% | -11.7% |
| YTD | +30.1% | +12.6% | +17.5% | +3.4% |
| 1Y | +26.4% | +17.1% | +9.3% | -6.5% |
| All | +26.4% | +17.0% | +9.4% | -6.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling