+529.3%
WCC vs VEU
+155.0%
+374.3%
-78.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +1.0% | +2.5% | +1.9% |
| 7D | +1.4% | -1.4% | +2.8% | +3.8% |
| 30D | -2.3% | -0.4% | -1.9% | -1.4% |
| 3M | +3.7% | +2.5% | +1.1% | +0.5% |
| 6M | +34.8% | +11.1% | +23.6% | +15.3% |
| YTD | +46.1% | +16.5% | +29.6% | +15.8% |
| 1Y | +62.7% | +22.9% | +39.8% | +18.7% |
| 3Y | +133.6% | +73.4% | +60.2% | +2.1% |
| 5Y | +226.1% | +56.1% | +170.0% | +71.5% |
| All | +529.3% | +155.0% | +374.3% | +94.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling