+147.3%
VXUS vs WM
+306.5%
-159.2%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.2% | +1.7% | +0.9% |
| 7D | +1.0% | -0.3% | +1.3% | +1.1% |
| 30D | +2.2% | -2.4% | +4.6% | +3.0% |
| 3M | +3.0% | +0.4% | +2.5% | +2.2% |
| 6M | +10.7% | -9.5% | +20.1% | +13.7% |
| YTD | +17.8% | +0.5% | +17.3% | +16.2% |
| 1Y | +27.6% | -1.1% | +28.7% | +26.2% |
| 3Y | +73.3% | +46.0% | +27.3% | +43.1% |
| 5Y | +54.3% | +51.8% | +2.5% | +23.2% |
| All | +147.3% | +306.5% | -159.2% | +32.3% |
Cumulative growth
Daily Returns
Daily percentage return beside WM.
Daily Out/Under-Performance
Portfolio return minus WM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WM 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 WM 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