+133.1%
WCC vs VEU
+74.2%
+58.9%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.8% | -0.5% | 0.0% |
| 7D | +6.8% | +0.3% | +6.5% | +6.3% |
| 30D | -3.0% | +0.7% | -3.7% | -3.9% |
| 3M | +0.2% | +4.7% | -4.5% | -6.4% |
| 6M | +33.2% | +11.6% | +21.5% | +11.8% |
| YTD | +45.8% | +16.8% | +29.0% | +12.6% |
| 1Y | +68.4% | +24.9% | +43.5% | +16.0% |
| All | +133.1% | +74.2% | +58.9% | -14.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling