+146.3%
VXUS vs WCC
+440.3%
-294.0%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | 0.0% | -0.9% | -0.9% |
| 7D | +2.3% | +14.2% | -11.9% | -0.8% |
| 30D | -2.2% | -9.8% | +7.6% | -0.4% |
| 3M | -5.4% | -10.1% | +4.7% | -3.9% |
| 6M | -1.2% | -9.4% | +8.2% | -0.3% |
| YTD | +10.4% | +34.4% | -24.0% | +1.3% |
| 1Y | +11.8% | +23.3% | -11.4% | +4.6% |
| 3Y | +68.4% | +137.9% | -69.5% | +29.1% |
| 5Y | +45.9% | +144.0% | -98.1% | +6.2% |
| All | +146.3% | +440.3% | -294.0% | +29.5% |
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