+340.0%
WFC vs VEU
+192.1%
+147.9%
-79.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.5% | +0.3% | +0.3% |
| 7D | +3.8% | +1.1% | +2.6% | +2.4% |
| 30D | +1.5% | +2.2% | -0.7% | -1.1% |
| 3M | +10.9% | +3.0% | +7.9% | +6.3% |
| 6M | +8.4% | +10.9% | -2.4% | -5.3% |
| YTD | -1.9% | +18.2% | -20.1% | -20.6% |
| 1Y | +12.3% | +28.3% | -15.9% | -17.4% |
| 3Y | +132.3% | +74.6% | +57.7% | +17.9% |
| 5Y | +130.1% | +56.4% | +73.7% | +33.2% |
| 10Y | +134.4% | +153.0% | -18.6% | -20.5% |
| All | +340.0% | +192.1% | +147.9% | +19.8% |
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 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