+63.9%
VXUS vs WEC
+53.8%
+10.0%
-13.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -2.1% | +2.2% | +0.3% |
| 7D | -1.8% | -0.2% | -1.6% | -1.8% |
| 30D | -4.6% | +12.3% | -16.9% | -5.6% |
| 3M | -6.1% | +8.3% | -14.3% | -6.8% |
| 6M | -4.9% | +3.5% | -8.4% | -5.3% |
| YTD | +8.1% | +12.7% | -4.7% | +6.3% |
| 1Y | +12.1% | +8.2% | +3.9% | +10.9% |
| 3Y | +63.9% | +55.9% | +8.0% | +52.1% |
| All | +63.9% | +53.8% | +10.0% | +52.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling