+460.9%
WCC vs VEU
+192.1%
+268.8%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | +0.5% | +3.3% | +3.2% |
| 7D | +4.5% | +1.1% | +3.3% | +3.1% |
| 30D | -5.8% | +2.2% | -8.0% | -8.1% |
| 3M | -3.7% | +3.0% | -6.6% | -6.3% |
| 6M | +23.1% | +10.9% | +12.2% | +10.1% |
| YTD | +44.2% | +18.2% | +26.0% | +19.5% |
| 1Y | +62.1% | +28.3% | +33.8% | +22.2% |
| 3Y | +121.1% | +74.6% | +46.5% | +19.8% |
| 5Y | +214.0% | +56.4% | +157.6% | +98.1% |
| 10Y | +472.8% | +153.0% | +319.8% | +133.9% |
| All | +460.9% | +192.1% | +268.8% | +81.9% |
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 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