-40.4%
WU vs VEU
+155.0%
-195.3%
-64.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.0% | -0.5% | -0.2% |
| 7D | -3.5% | -1.4% | -2.1% | -2.5% |
| 30D | -2.9% | -0.4% | -2.5% | -2.7% |
| 3M | -2.3% | +2.5% | -4.8% | -4.3% |
| 6M | -25.4% | +11.1% | -36.5% | -31.7% |
| YTD | -21.2% | +16.5% | -37.7% | -30.7% |
| 1Y | -8.9% | +22.9% | -31.8% | -23.2% |
| 3Y | -29.0% | +73.4% | -102.4% | -54.5% |
| 5Y | -50.7% | +56.1% | -106.8% | -66.0% |
| All | -40.4% | +155.0% | -195.3% | -71.5% |
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 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