-30.3%
WU vs VEU
+188.7%
-219.0%
-64.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.8% | -0.1% | -0.3% |
| 7D | -4.9% | +0.3% | -5.2% | -5.2% |
| 30D | -1.3% | +0.7% | -1.9% | -1.8% |
| 3M | -3.6% | +4.7% | -8.3% | -7.4% |
| 6M | -24.3% | +11.6% | -36.0% | -31.4% |
| YTD | -21.1% | +16.8% | -37.9% | -31.2% |
| 1Y | -10.3% | +24.9% | -35.2% | -25.9% |
| 3Y | -28.4% | +75.7% | -104.1% | -55.1% |
| 5Y | -51.2% | +56.1% | -107.3% | -66.6% |
| 10Y | -39.6% | +153.6% | -193.3% | -72.4% |
| All | -30.3% | +188.7% | -219.0% | -75.0% |
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