+142.1%
WEC vs VEU
+151.8%
-9.7%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.5% | +0.8% | -0.2% |
| 7D | -1.3% | -2.1% | +0.9% | -0.5% |
| 30D | -0.4% | -1.0% | +0.6% | -0.1% |
| 3M | -6.8% | +4.6% | -11.4% | -8.5% |
| 6M | -6.4% | +9.6% | -16.0% | -10.0% |
| YTD | +2.5% | +15.0% | -12.6% | -3.4% |
| 1Y | -0.4% | +22.7% | -23.1% | -8.5% |
| 3Y | +38.5% | +73.1% | -34.6% | +9.8% |
| 5Y | +31.7% | +54.1% | -22.4% | +8.3% |
| All | +142.1% | +151.8% | -9.7% | +41.9% |
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 2016-09-10 to 2026-09-10: 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling