+323.3%
WFC vs VEU
+174.2%
+149.2%
-79.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.1% | +0.4% | +0.4% |
| 7D | +2.5% | +2.1% | +0.4% | +0.1% |
| 30D | +7.0% | -0.9% | +7.9% | +8.0% |
| 3M | -1.8% | -5.4% | +3.6% | +4.2% |
| 6M | +18.4% | -1.8% | +20.2% | +19.3% |
| YTD | -5.6% | +10.9% | -16.5% | -18.2% |
| 1Y | +3.9% | +13.6% | -9.7% | -12.4% |
| 3Y | +126.3% | +69.3% | +57.1% | +18.6% |
| 5Y | +91.1% | +48.1% | +43.0% | +17.3% |
| 10Y | +118.5% | +148.0% | -29.4% | -24.2% |
| All | +323.3% | +174.2% | +149.2% | +23.5% |
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