+113.2%
WDC vs VEU
+17.0%
+96.2%
-56.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.8% | +2.0% | -8.7% | -11.6% |
| 7D | -18.3% | +0.2% | -18.5% | -19.0% |
| 30D | -26.7% | -2.1% | -24.6% | -22.6% |
| 3M | -40.9% | -2.7% | -38.2% | -37.1% |
| 6M | -26.8% | +3.2% | -30.0% | -29.6% |
| YTD | +88.2% | +12.6% | +75.6% | +37.4% |
| 1Y | +113.2% | +17.1% | +96.1% | +38.8% |
| All | +113.2% | +17.0% | +96.2% | +38.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling