+183.8%
VXUS vs WCC
+557.3%
-373.5%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +3.9% | -3.4% | -0.5% |
| 7D | +1.0% | +4.5% | -3.5% | -0.1% |
| 30D | +2.2% | -5.8% | +8.0% | +3.6% |
| 3M | +3.0% | -3.7% | +6.6% | +3.4% |
| 6M | +10.7% | +23.1% | -12.4% | +3.7% |
| YTD | +17.8% | +44.2% | -26.3% | +5.6% |
| 1Y | +27.6% | +62.1% | -34.5% | +10.3% |
| 3Y | +73.3% | +121.1% | -47.8% | +30.8% |
| 5Y | +54.3% | +214.0% | -159.6% | 0.0% |
| 10Y | +149.8% | +472.8% | -323.0% | +18.9% |
| All | +183.8% | +557.3% | -373.5% | +14.4% |
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