+2,599.1%
WDC vs VEU
+174.2%
+2,424.9%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | -0.1% | -4.9% | -4.9% |
| 7D | +12.1% | +2.1% | +10.0% | +9.7% |
| 30D | -18.8% | -0.9% | -17.9% | -17.1% |
| 3M | -39.3% | -5.4% | -33.9% | -34.6% |
| 6M | -40.1% | -1.8% | -38.3% | -36.9% |
| YTD | +71.8% | +10.9% | +60.9% | +60.8% |
| 1Y | +88.5% | +13.6% | +74.9% | +72.3% |
| 3Y | +770.0% | +69.3% | +700.7% | +423.3% |
| 5Y | +549.0% | +48.1% | +500.9% | +363.6% |
| 10Y | +650.3% | +148.0% | +502.3% | +246.6% |
| All | +2,599.1% | +174.2% | +2,424.9% | +1,054.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling