+991.6%
WDC vs VEU
+56.2%
+935.4%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.8% | +1.8% | +2.4% |
| 7D | +7.5% | +0.3% | +7.2% | +6.9% |
| 30D | +10.1% | +0.7% | +9.4% | +8.9% |
| 3M | -6.8% | +4.7% | -11.5% | -11.7% |
| 6M | +84.1% | +11.6% | +72.5% | +59.2% |
| YTD | +180.3% | +16.8% | +163.5% | +128.9% |
| 1Y | +411.1% | +24.9% | +386.2% | +280.2% |
| 3Y | +1,375.0% | +75.7% | +1,299.3% | +567.7% |
| 5Y | +991.6% | +56.1% | +935.4% | +501.0% |
| All | +991.6% | +56.2% | +935.4% | +501.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling