+134.8%
VXUS vs WM
+339.4%
-204.6%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -2.1% | +2.2% | +0.8% |
| 7D | -1.8% | +1.2% | -3.0% | -2.2% |
| 30D | -4.6% | +13.1% | -17.6% | -8.5% |
| 3M | -6.1% | +3.6% | -9.7% | -7.4% |
| 6M | -4.9% | +8.1% | -13.0% | -8.2% |
| YTD | +8.1% | +8.9% | -0.9% | +3.5% |
| 1Y | +12.1% | +20.3% | -8.2% | +3.2% |
| 3Y | +63.9% | +46.2% | +17.7% | +36.4% |
| 5Y | +43.1% | +59.9% | -16.8% | +12.8% |
| All | +134.8% | +339.4% | -204.6% | +31.0% |
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