+146.4%
VXUS vs WCC
+509.2%
-362.8%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +2.5% | -2.9% | -0.9% |
| 7D | +1.6% | +8.5% | -6.9% | -0.3% |
| 30D | +1.0% | -1.0% | +2.0% | +1.1% |
| 3M | +5.7% | +2.1% | +3.5% | +4.6% |
| 6M | +13.6% | +36.8% | -23.2% | +4.9% |
| YTD | +17.4% | +47.7% | -30.3% | +6.3% |
| 1Y | +25.1% | +66.5% | -41.4% | +9.7% |
| 3Y | +75.8% | +134.2% | -58.3% | +36.4% |
| 5Y | +55.4% | +231.6% | -176.3% | +6.0% |
| 10Y | +146.4% | +508.1% | -361.7% | +26.7% |
| All | +146.4% | +509.2% | -362.8% | +26.7% |
Cumulative growth
Daily Returns
Daily percentage return beside WCC.
Daily Out/Under-Performance
Portfolio return minus WCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCC 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 10y: compounded portfolio wealth divided by compounded WCC 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…
10y analysis · Full analysis span regression · 6 months rolling