+5.3%
WMT vs VEU
+23.8%
-18.6%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.0% | +0.3% | +1.4% |
| 7D | 0.0% | -1.4% | +1.4% | 0.0% |
| 30D | -7.4% | -0.4% | -7.0% | -7.4% |
| 3M | -10.9% | +2.5% | -13.4% | -10.8% |
| 6M | -12.7% | +11.1% | -23.8% | -14.3% |
| YTD | -3.2% | +16.5% | -19.7% | -4.9% |
| 1Y | +5.3% | +22.9% | -17.7% | +4.4% |
| All | +5.3% | +23.8% | -18.6% | +4.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling