-20.9%
WY vs VEU
+55.0%
-75.9%
-43.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.0% | -0.7% | -0.5% |
| 7D | -4.2% | -1.4% | -2.7% | -3.1% |
| 30D | -10.1% | -0.4% | -9.7% | -9.8% |
| 3M | -8.5% | +2.5% | -11.0% | -10.7% |
| 6M | -3.3% | +11.1% | -14.5% | -12.4% |
| YTD | -4.4% | +16.5% | -20.9% | -17.4% |
| 1Y | -11.5% | +22.9% | -34.4% | -27.4% |
| 3Y | -24.3% | +73.4% | -97.7% | -55.3% |
| All | -20.9% | +55.0% | -75.9% | -49.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling