+2,073.2%
WDC vs VEA
+155.2%
+1,918.0%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | 0.0% | -5.0% | -5.0% |
| 7D | +12.1% | +2.3% | +9.8% | +9.4% |
| 30D | -18.8% | +0.2% | -19.0% | -18.2% |
| 3M | -39.3% | -5.3% | -34.0% | -34.7% |
| 6M | -40.1% | -0.9% | -39.2% | -37.6% |
| YTD | +71.8% | +12.2% | +59.6% | +57.8% |
| 1Y | +88.5% | +16.1% | +72.4% | +67.0% |
| 3Y | +770.0% | +73.0% | +697.0% | +401.8% |
| 5Y | +549.0% | +53.7% | +495.3% | +337.2% |
| 10Y | +650.3% | +159.3% | +491.0% | +219.1% |
| All | +2,073.2% | +155.2% | +1,918.0% | +836.9% |
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