+1,778.7%
WWD vs VEU
+185.0%
+1,593.7%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -1.3% | -0.2% | +0.1% |
| 7D | -2.9% | -1.9% | -0.9% | -0.6% |
| 30D | -6.6% | -0.7% | -5.9% | -5.8% |
| 3M | -9.3% | +4.9% | -14.2% | -14.7% |
| 6M | -13.6% | +9.8% | -23.5% | -23.0% |
| YTD | +10.4% | +15.3% | -5.0% | -7.4% |
| 1Y | +39.9% | +23.0% | +16.8% | +8.7% |
| 3Y | +165.0% | +73.5% | +91.6% | +34.5% |
| 5Y | +183.8% | +54.5% | +129.3% | +64.3% |
| 10Y | +486.6% | +150.4% | +336.2% | +97.8% |
| All | +1,778.7% | +185.0% | +1,593.7% | +458.1% |
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