+1,067.9%
WM vs VEU
+174.2%
+893.7%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.7% | +1.0% | +0.7% |
| 7D | +1.2% | +0.5% | +0.6% | +0.8% |
| 30D | +13.7% | -2.3% | +16.0% | +14.8% |
| 3M | +5.2% | -4.4% | +9.6% | +7.4% |
| 6M | +11.2% | -2.2% | +13.3% | +11.2% |
| YTD | +9.4% | +10.9% | -1.5% | +1.5% |
| 1Y | +20.4% | +13.4% | +7.0% | +10.3% |
| 3Y | +44.7% | +69.7% | -25.0% | +4.6% |
| 5Y | +58.5% | +50.0% | +8.5% | +21.2% |
| 10Y | +326.4% | +145.8% | +180.6% | +141.4% |
| All | +1,067.9% | +174.2% | +893.7% | +463.8% |
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