+55.4%
VXUS vs WAT
-4.5%
+59.8%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2021-09-08 to 2026-09-08.
| Period | Portfolio | WAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.6% | +1.2% | 0.0% |
| 7D | +1.6% | -0.7% | +2.3% | +1.7% |
| 30D | +1.0% | -1.0% | +2.0% | +1.2% |
| 3M | +5.7% | +10.9% | -5.2% | +3.3% |
| 6M | +13.6% | +33.2% | -19.6% | +6.3% |
| YTD | +17.4% | +6.1% | +11.3% | +14.8% |
| 1Y | +25.1% | +30.2% | -5.2% | +16.5% |
| 3Y | +75.8% | +52.9% | +23.0% | +51.3% |
| 5Y | +55.4% | -5.1% | +60.5% | +44.7% |
| All | +55.4% | -4.5% | +59.8% | +44.7% |
Cumulative growth
Daily Returns
Daily percentage return beside WAT.
Daily Out/Under-Performance
Portfolio return minus WAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WAT 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 2021-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded WAT 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…
2021-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling