+306.4%
WM vs VEU
+149.6%
+156.9%
-30.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.5% | -1.8% | -1.5% |
| 7D | -0.3% | +1.1% | -1.5% | -0.8% |
| 30D | -2.4% | +2.2% | -4.5% | -3.3% |
| 3M | +0.4% | +3.0% | -2.6% | -1.4% |
| 6M | -9.5% | +10.9% | -20.3% | -14.7% |
| YTD | +0.5% | +18.2% | -17.7% | -8.6% |
| 1Y | -1.1% | +28.3% | -29.4% | -13.9% |
| 3Y | +46.0% | +74.6% | -28.6% | +6.2% |
| 5Y | +51.8% | +56.4% | -4.6% | +17.0% |
| All | +306.4% | +149.6% | +156.9% | +131.4% |
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