+826.3%
WEC vs VEU
+174.2%
+652.1%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.1% | +1.0% | +0.9% |
| 7D | +2.3% | +2.1% | +0.2% | +1.5% |
| 30D | +11.1% | -0.9% | +12.0% | +11.4% |
| 3M | +8.4% | -5.4% | +13.8% | +10.6% |
| 6M | +7.5% | -1.8% | +9.3% | +7.7% |
| YTD | +15.3% | +10.9% | +4.4% | +9.8% |
| 1Y | +9.7% | +13.6% | -3.8% | +3.5% |
| 3Y | +64.7% | +69.3% | -4.6% | +31.6% |
| 5Y | +57.3% | +48.1% | +9.2% | +31.4% |
| 10Y | +195.9% | +148.0% | +47.9% | +95.5% |
| All | +826.3% | +174.2% | +652.1% | +425.1% |
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