Correlation Between Timothy Plan and WisdomTree Europe

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Can any of the company-specific risk be diversified away by investing in both Timothy Plan and WisdomTree Europe at the same time? Although using a correlation coefficient on its own may not help to predict future stock returns, this module helps to understand the diversifiable risk of combining Timothy Plan and WisdomTree Europe into the same portfolio, which is an essential part of the fundamental portfolio management process.
By analyzing existing cross correlation between Timothy Plan International and WisdomTree Europe SmallCap, you can compare the effects of market volatilities on Timothy Plan and WisdomTree Europe and check how they will diversify away market risk if combined in the same portfolio for a given time horizon. You can also utilize pair trading strategies of matching a long position in Timothy Plan with a short position of WisdomTree Europe. Check out your portfolio center. Please also check ongoing floating volatility patterns of Timothy Plan and WisdomTree Europe.

Diversification Opportunities for Timothy Plan and WisdomTree Europe

0.54
  Correlation Coefficient

Very weak diversification

The 3 months correlation between Timothy and WisdomTree is 0.54. Overlapping area represents the amount of risk that can be diversified away by holding Timothy Plan International and WisdomTree Europe SmallCap in the same portfolio, assuming nothing else is changed. The correlation between historical prices or returns on WisdomTree Europe and Timothy Plan is a relative statistical measure of the degree to which these equity instruments tend to move together. The correlation coefficient measures the extent to which returns on Timothy Plan International are associated (or correlated) with WisdomTree Europe. Values of the correlation coefficient range from -1 to +1, where. The correlation of zero (0) is possible when the price movement of WisdomTree Europe has no effect on the direction of Timothy Plan i.e., Timothy Plan and WisdomTree Europe go up and down completely randomly.

Pair Corralation between Timothy Plan and WisdomTree Europe

Given the investment horizon of 90 days Timothy Plan is expected to generate 1.47 times less return on investment than WisdomTree Europe. But when comparing it to its historical volatility, Timothy Plan International is 1.23 times less risky than WisdomTree Europe. It trades about 0.31 of its potential returns per unit of risk. WisdomTree Europe SmallCap is currently generating about 0.37 of returns per unit of risk over similar time horizon. If you would invest  6,919  in WisdomTree Europe SmallCap on September 27, 2025 and sell it today you would earn a total of  307.00  from holding WisdomTree Europe SmallCap or generate 4.44% return on investment over 90 days.
Time Period3 Months [change]
DirectionMoves Together 
StrengthWeak
Accuracy95.45%
ValuesDaily Returns

Timothy Plan International  vs.  WisdomTree Europe SmallCap

 Performance 
       Timeline  
Timothy Plan Interna 

Risk-Adjusted Performance

Good

 
Weak
 
Strong
Compared to the overall equity markets, risk-adjusted returns on investments in Timothy Plan International are ranked lower than 11 (%) of all global equities and portfolios over the last 90 days. Despite nearly stable forward indicators, Timothy Plan is not utilizing all of its potentials. The latest stock price disturbance, may contribute to mid-run losses for the stockholders.
WisdomTree Europe 

Risk-Adjusted Performance

Mild

 
Weak
 
Strong
Compared to the overall equity markets, risk-adjusted returns on investments in WisdomTree Europe SmallCap are ranked lower than 6 (%) of all global equities and portfolios over the last 90 days. In spite of rather sound technical and fundamental indicators, WisdomTree Europe is not utilizing all of its potentials. The recent stock price tumult, may contribute to shorter-term losses for the shareholders.

Timothy Plan and WisdomTree Europe Volatility Contrast

   Predicted Return Density   
       Returns  

Pair Trading with Timothy Plan and WisdomTree Europe

The main advantage of trading using opposite Timothy Plan and WisdomTree Europe positions is that it hedges away some unsystematic risk. Because of two separate transactions, even if Timothy Plan position performs unexpectedly, WisdomTree Europe can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in WisdomTree Europe will offset losses from the drop in WisdomTree Europe's long position.
The idea behind Timothy Plan International and WisdomTree Europe SmallCap pairs trading is to make the combined position market-neutral, meaning the overall market's direction will not affect its win or loss (or potential downside or upside). This can be achieved by designing a pairs trade with two highly correlated stocks or equities that operate in a similar space or sector, making it possible to obtain profits through simple and relatively low-risk investment.
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Note that this page's information should be used as a complementary analysis to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Portfolio Suggestion module to get suggestions outside of your existing asset allocation including your own model portfolios.

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