+567.0%
WDC vs VEA
+53.4%
+513.6%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | 0.0% | -5.0% | -5.0% |
| 7D | +12.1% | +2.3% | +9.8% | +8.4% |
| 30D | -18.8% | +0.2% | -19.0% | -18.0% |
| 3M | -39.3% | -5.3% | -34.0% | -33.0% |
| 6M | -40.1% | -0.9% | -39.2% | -37.0% |
| YTD | +71.8% | +12.2% | +59.6% | +52.5% |
| 1Y | +88.5% | +16.1% | +72.4% | +59.7% |
| 3Y | +770.0% | +73.0% | +697.0% | +323.7% |
| All | +567.0% | +53.4% | +513.6% | +291.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling