+12.5%
WFC vs VEA
+24.2%
-11.7%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VEA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.2% | +1.0% | +0.2% |
| 7D | +0.3% | -2.1% | +2.4% | +1.1% |
| 30D | +2.3% | -1.1% | +3.3% | +2.7% |
| 3M | +9.8% | +5.1% | +4.7% | +7.0% |
| 6M | +15.6% | +9.8% | +5.8% | +8.9% |
| YTD | -2.4% | +15.9% | -18.4% | -12.8% |
| All | +12.5% | +24.2% | -11.7% | -2.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VEA.
Daily Out/Under-Performance
Portfolio return minus VEA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEA 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 1y: compounded portfolio wealth divided by compounded VEA 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…
1y analysis · Full analysis span regression · 6 months rolling