+142.1%
WEC vs VEU
+152.3%
-10.2%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.3% | +0.5% | -0.3% |
| 7D | -1.3% | -1.9% | +0.7% | -0.6% |
| 30D | -0.4% | -0.7% | +0.3% | -0.2% |
| 3M | -6.8% | +4.9% | -11.6% | -8.6% |
| 6M | -6.4% | +9.8% | -16.2% | -10.1% |
| YTD | +2.5% | +15.3% | -12.8% | -3.5% |
| 1Y | -0.4% | +23.0% | -23.4% | -8.6% |
| 3Y | +38.5% | +73.5% | -35.0% | +9.8% |
| 5Y | +31.7% | +54.5% | -22.8% | +8.2% |
| All | +142.1% | +152.3% | -10.2% | +41.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling