+146.3%
VXUS vs WEC
+195.2%
-49.0%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | 0.0% | -0.9% | -0.9% |
| 7D | +2.3% | -0.7% | +3.0% | +2.5% |
| 30D | -2.2% | +11.0% | -13.2% | -4.4% |
| 3M | -5.4% | +8.6% | -14.0% | -7.2% |
| 6M | -1.2% | +6.2% | -7.4% | -2.8% |
| YTD | +10.4% | +14.3% | -3.9% | +6.8% |
| 1Y | +11.8% | +8.4% | +3.5% | +9.5% |
| 3Y | +68.4% | +62.9% | +5.5% | +49.0% |
| 5Y | +45.9% | +55.8% | -10.0% | +29.5% |
| All | +146.3% | +195.2% | -49.0% | +102.2% |
Cumulative growth
Daily Returns
Daily percentage return beside WEC.
Daily Out/Under-Performance
Portfolio return minus WEC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WEC 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 WEC 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