+414.3%
WCC vs VEU
+174.2%
+240.1%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.1% | -1.6% | -1.6% |
| 7D | +9.9% | +2.1% | +7.9% | +7.4% |
| 30D | -8.4% | -0.9% | -7.5% | -7.1% |
| 3M | -10.3% | -5.4% | -5.0% | -3.5% |
| 6M | -10.5% | -1.8% | -8.7% | -7.3% |
| YTD | +32.2% | +10.9% | +21.2% | +18.9% |
| 1Y | +25.5% | +13.6% | +12.0% | +9.9% |
| 3Y | +134.7% | +69.3% | +65.4% | +32.5% |
| 5Y | +139.9% | +48.1% | +91.8% | +62.5% |
| 10Y | +433.5% | +148.0% | +285.5% | +126.3% |
| All | +414.3% | +174.2% | +240.1% | +81.0% |
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