+31.2%
WEC vs VEU
+56.2%
-25.0%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.8% | -0.1% | -0.7% |
| 7D | +0.4% | +0.3% | +0.1% | +0.3% |
| 30D | +0.9% | +0.7% | +0.2% | +0.7% |
| 3M | -5.3% | +4.7% | -10.0% | -6.5% |
| 6M | -6.6% | +11.6% | -18.2% | -9.5% |
| YTD | +3.3% | +16.8% | -13.5% | -1.4% |
| 1Y | +2.1% | +24.9% | -22.8% | -4.6% |
| 3Y | +39.6% | +75.7% | -36.2% | +15.7% |
| 5Y | +31.2% | +56.1% | -25.0% | +3.6% |
| All | +31.2% | +56.2% | -25.0% | +3.6% |
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