+1,394.6%
WDC vs VEU
+74.2%
+1,320.4%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.8% | +1.8% | +2.5% |
| 7D | +7.5% | +0.3% | +7.2% | +6.8% |
| 30D | +10.1% | +0.7% | +9.4% | +8.8% |
| 3M | -6.8% | +4.7% | -11.5% | -12.3% |
| 6M | +84.1% | +11.6% | +72.5% | +56.9% |
| YTD | +180.3% | +16.8% | +163.5% | +125.1% |
| 1Y | +411.1% | +24.9% | +386.2% | +273.1% |
| All | +1,394.6% | +74.2% | +1,320.4% | +578.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling