+160.2%
VXUS vs WEC
+545.4%
-385.2%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -2.1% | +2.2% | +0.7% |
| 7D | -1.8% | -0.2% | -1.6% | -1.7% |
| 30D | -4.6% | +12.3% | -16.9% | -7.8% |
| 3M | -6.1% | +8.3% | -14.3% | -8.3% |
| 6M | -4.9% | +3.5% | -8.4% | -6.2% |
| YTD | +8.1% | +12.7% | -4.7% | +3.8% |
| 1Y | +12.1% | +8.2% | +3.9% | +8.9% |
| 3Y | +63.9% | +55.9% | +8.0% | +41.2% |
| 5Y | +43.1% | +51.2% | -8.1% | +22.9% |
| 10Y | +139.2% | +177.6% | -38.4% | +52.7% |
| All | +160.2% | +545.4% | -385.2% | -20.9% |
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