+4,166.2%
WDC vs VEU
+192.1%
+3,974.1%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | +0.5% | +5.3% | +5.2% |
| 7D | +1.7% | +1.1% | +0.6% | +0.4% |
| 30D | -10.0% | +2.2% | -12.1% | -12.1% |
| 3M | -18.8% | +3.0% | -21.7% | -19.7% |
| 6M | +79.0% | +10.9% | +68.2% | +64.1% |
| YTD | +171.6% | +18.2% | +153.4% | +133.9% |
| 1Y | +417.4% | +28.3% | +389.1% | +309.6% |
| 3Y | +1,251.8% | +74.6% | +1,177.2% | +676.1% |
| 5Y | +911.7% | +56.4% | +855.3% | +572.8% |
| 10Y | +1,399.6% | +153.0% | +1,246.6% | +564.0% |
| All | +4,166.2% | +192.1% | +3,974.1% | +1,579.5% |
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 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