+183.8%
VXUS vs WCN
+861.9%
-678.1%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.2% | +1.7% | +1.0% |
| 7D | +1.0% | -0.6% | +1.7% | +1.3% |
| 30D | +2.2% | +0.4% | +1.8% | +2.0% |
| 3M | +3.0% | +7.3% | -4.4% | -0.6% |
| 6M | +10.7% | -2.5% | +13.2% | +10.7% |
| YTD | +17.8% | -5.4% | +23.2% | +19.0% |
| 1Y | +27.6% | -8.5% | +36.0% | +30.4% |
| 3Y | +73.3% | +20.8% | +52.5% | +54.2% |
| 5Y | +54.3% | +30.0% | +24.3% | +30.7% |
| 10Y | +149.8% | +238.4% | -88.6% | +32.9% |
| All | +183.8% | +861.9% | -678.1% | -16.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling