+150.1%
VXUS vs WCN
+235.4%
-85.3%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.2% | +0.4% | -0.3% |
| 7D | +0.3% | -1.7% | +2.0% | +0.9% |
| 30D | +0.7% | -3.0% | +3.7% | +1.8% |
| 3M | +4.8% | +2.5% | +2.2% | +3.2% |
| 6M | +11.3% | -5.7% | +17.0% | +12.9% |
| YTD | +16.5% | -7.4% | +24.0% | +18.7% |
| 1Y | +24.3% | -8.6% | +32.9% | +27.0% |
| 3Y | +74.5% | +19.4% | +55.1% | +56.1% |
| 5Y | +54.3% | +27.2% | +27.1% | +31.8% |
| 10Y | +150.1% | +238.5% | -88.4% | +43.7% |
| All | +150.1% | +235.4% | -85.3% | +43.7% |
Cumulative growth
Daily Returns
Daily percentage return beside WCN.
Daily Out/Under-Performance
Portfolio return minus WCN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCN 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 WCN 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