+770.0%
WDC vs VEU
+70.2%
+699.8%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | -0.1% | -4.9% | -4.9% |
| 7D | +12.1% | +2.1% | +10.0% | +8.0% |
| 30D | -18.8% | -0.9% | -17.9% | -16.1% |
| 3M | -39.3% | -5.4% | -33.9% | -31.6% |
| 6M | -40.1% | -1.8% | -38.3% | -35.4% |
| YTD | +71.8% | +10.9% | +60.9% | +53.8% |
| 1Y | +88.5% | +13.6% | +74.9% | +63.1% |
| 3Y | +770.0% | +69.3% | +700.7% | +349.5% |
| All | +770.0% | +70.2% | +699.8% | +349.5% |
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