-24.6%
WY vs VEU
+72.0%
-96.5%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -1.3% | -1.4% | -1.8% |
| 7D | -3.7% | -1.9% | -1.8% | -2.4% |
| 30D | -11.3% | -0.7% | -10.6% | -10.9% |
| 3M | -8.1% | +4.9% | -13.0% | -11.5% |
| 6M | -7.4% | +9.8% | -17.3% | -14.3% |
| YTD | -4.7% | +15.3% | -20.0% | -16.0% |
| 1Y | -9.2% | +23.0% | -32.2% | -24.6% |
| All | -24.6% | +72.0% | -96.5% | -56.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling