+3,408.4%
WDC vs VEA
+169.3%
+3,239.1%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.4% | +2.6% | +2.6% |
| 7D | +6.0% | +1.9% | +4.1% | +3.7% |
| 30D | +9.9% | +0.8% | +9.2% | +9.0% |
| 3M | -9.4% | +5.7% | -15.1% | -13.6% |
| 6M | +94.7% | +13.3% | +81.4% | +73.5% |
| YTD | +177.4% | +18.4% | +159.0% | +137.1% |
| 1Y | +412.6% | +27.0% | +385.6% | +307.3% |
| 3Y | +1,359.8% | +79.3% | +1,280.5% | +700.3% |
| 5Y | +992.6% | +62.1% | +930.4% | +586.3% |
| 10Y | +1,245.5% | +160.3% | +1,085.2% | +458.9% |
| All | +3,408.4% | +169.3% | +3,239.1% | +1,308.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling