+1,188.5%
WDC vs VEU
+155.0%
+1,033.6%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +1.0% | -4.0% | -4.7% |
| 7D | -4.3% | -1.4% | -2.9% | -2.1% |
| 30D | -1.5% | -0.4% | -1.1% | -0.8% |
| 3M | -15.5% | +2.5% | -18.0% | -17.2% |
| 6M | +66.5% | +11.1% | +55.3% | +45.5% |
| YTD | +159.9% | +16.5% | +143.3% | +113.9% |
| 1Y | +366.0% | +22.9% | +343.0% | +256.0% |
| 3Y | +1,285.8% | +73.4% | +1,212.4% | +531.9% |
| 5Y | +925.6% | +56.1% | +869.5% | +463.2% |
| All | +1,188.5% | +155.0% | +1,033.6% | +292.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling