+42.7%
VXUS vs WEC
+51.2%
-8.6%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -2.1% | +2.2% | +0.5% |
| 7D | -1.8% | -0.2% | -1.6% | -1.7% |
| 30D | -4.6% | +12.3% | -16.9% | -6.5% |
| 3M | -6.1% | +8.3% | -14.3% | -7.5% |
| 6M | -4.9% | +3.5% | -8.4% | -5.7% |
| YTD | +8.1% | +12.7% | -4.7% | +5.2% |
| 1Y | +12.1% | +8.2% | +3.9% | +10.1% |
| 3Y | +63.9% | +55.9% | +8.0% | +47.4% |
| All | +42.7% | +51.2% | -8.6% | +31.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling