+183.8%
VXUS vs WEC
+490.1%
-306.3%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.7% | +1.2% | +0.7% |
| 7D | +1.0% | -0.3% | +1.3% | +1.1% |
| 30D | +2.2% | -1.3% | +3.5% | +2.5% |
| 3M | +3.0% | -3.9% | +6.9% | +3.9% |
| 6M | +10.7% | -8.3% | +19.0% | +13.1% |
| YTD | +17.8% | +3.1% | +14.8% | +16.3% |
| 1Y | +27.6% | +1.9% | +25.6% | +26.1% |
| 3Y | +73.3% | +41.9% | +31.4% | +53.4% |
| 5Y | +54.3% | +30.8% | +23.5% | +38.5% |
| 10Y | +149.8% | +141.9% | +7.9% | +67.5% |
| All | +183.8% | +490.1% | -306.3% | -11.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling