+25.1%
VXUS vs WAT
+32.5%
-7.4%
-11.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.6% | +1.2% | -0.2% |
| 7D | +1.6% | -0.7% | +2.3% | +1.7% |
| 30D | +1.0% | -1.0% | +2.0% | +1.1% |
| 3M | +5.7% | +10.9% | -5.2% | +4.1% |
| 6M | +13.6% | +33.2% | -19.6% | +8.9% |
| YTD | +17.4% | +6.1% | +11.3% | +14.0% |
| 1Y | +25.1% | +30.2% | -5.2% | +18.4% |
| All | +25.1% | +32.5% | -7.4% | +18.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling