+165.8%
VXUS vs WCC
+493.1%
-327.3%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.1% | -0.7% | -0.7% |
| 7D | +0.5% | -9.9% | +10.4% | +2.9% |
| 30D | -2.5% | -13.4% | +10.9% | +0.5% |
| 3M | -4.6% | -13.5% | +8.8% | -1.9% |
| 6M | -2.6% | -10.6% | +8.0% | -1.3% |
| YTD | +10.4% | +30.1% | -19.7% | +0.8% |
| 1Y | +12.9% | +22.3% | -9.5% | +4.6% |
| 3Y | +68.4% | +130.3% | -61.9% | +24.8% |
| 5Y | +47.7% | +144.5% | -96.8% | +2.0% |
| 10Y | +142.2% | +431.8% | -289.6% | +16.8% |
| All | +165.8% | +493.1% | -327.3% | +9.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling