+328.7%
WM vs VEU
+147.4%
+181.3%
-30.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +2.8% | -2.7% | -1.0% |
| 7D | -0.5% | +0.8% | -1.2% | -0.9% |
| 30D | +13.3% | -1.6% | +14.9% | +13.9% |
| 3M | +4.4% | -4.2% | +8.6% | +6.1% |
| 6M | +10.8% | -1.5% | +12.3% | +10.5% |
| YTD | +9.1% | +11.7% | -2.6% | +1.5% |
| 1Y | +19.1% | +15.6% | +3.5% | +8.9% |
| 3Y | +45.7% | +71.7% | -26.1% | +6.0% |
| 5Y | +60.4% | +49.5% | +11.0% | +25.7% |
| 10Y | +328.7% | +145.6% | +183.1% | +158.2% |
| All | +328.7% | +147.4% | +181.3% | +158.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling