+75.8%
VXUS vs WAB
+168.6%
-92.7%
-13.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WAB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.6% | -0.9% | -0.6% |
| 7D | +1.6% | +1.7% | -0.1% | +1.0% |
| 30D | +1.0% | -2.4% | +3.4% | +1.8% |
| 3M | +5.7% | +9.7% | -4.0% | +2.0% |
| 6M | +13.6% | +16.5% | -2.9% | +7.2% |
| YTD | +17.4% | +33.7% | -16.3% | +6.0% |
| 1Y | +25.1% | +49.7% | -24.6% | +8.7% |
| 3Y | +75.8% | +170.9% | -95.1% | +22.7% |
| All | +75.8% | +168.6% | -92.7% | +22.7% |
Cumulative growth
Daily Returns
Daily percentage return beside WAB.
Daily Out/Under-Performance
Portfolio return minus WAB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WAB 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 WAB 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