+727.7%
WEC vs VEU
+192.1%
+535.5%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.5% | -1.2% | -0.9% |
| 7D | -0.3% | +1.1% | -1.4% | -0.7% |
| 30D | -1.3% | +2.2% | -3.5% | -2.1% |
| 3M | -3.9% | +3.0% | -6.9% | -5.3% |
| 6M | -8.3% | +10.9% | -19.2% | -12.4% |
| YTD | +3.1% | +18.2% | -15.1% | -4.1% |
| 1Y | +1.9% | +28.3% | -26.3% | -8.2% |
| 3Y | +41.9% | +74.6% | -32.7% | +12.3% |
| 5Y | +30.8% | +56.4% | -25.6% | +7.1% |
| 10Y | +141.9% | +153.0% | -11.1% | +58.9% |
| All | +727.7% | +192.1% | +535.5% | +358.6% |
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 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