+45.4%
WY vs VEU
+190.9%
-145.6%
-75.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.4% | -1.0% | -1.0% |
| 7D | -2.1% | +1.7% | -3.7% | -3.7% |
| 30D | -10.5% | +1.0% | -11.5% | -11.4% |
| 3M | -4.9% | +5.6% | -10.5% | -10.8% |
| 6M | -4.9% | +13.7% | -18.6% | -18.0% |
| YTD | -1.7% | +17.7% | -19.4% | -18.7% |
| 1Y | -9.4% | +25.8% | -35.1% | -30.2% |
| 3Y | -22.3% | +77.1% | -99.4% | -58.6% |
| 5Y | -20.5% | +57.1% | -77.7% | -52.2% |
| 10Y | +4.9% | +149.8% | -144.9% | -58.7% |
| All | +45.4% | +190.9% | -145.6% | -51.6% |
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