+1,285.8%
WDC vs VEA
+75.8%
+1,210.0%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VEA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +1.1% | -4.1% | -4.9% |
| 7D | -4.3% | -1.5% | -2.9% | -1.8% |
| 30D | -1.5% | -0.8% | -0.7% | 0.0% |
| 3M | -15.5% | +2.5% | -18.0% | -17.6% |
| 6M | +66.5% | +11.1% | +55.3% | +43.9% |
| YTD | +159.9% | +17.2% | +142.7% | +109.6% |
| 1Y | +366.0% | +24.5% | +341.4% | +245.6% |
| 3Y | +1,285.8% | +75.4% | +1,210.4% | +537.1% |
| All | +1,285.8% | +75.8% | +1,210.0% | +537.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VEA.
Daily Out/Under-Performance
Portfolio return minus VEA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEA 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 VEA 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