+70.4%
VXUS vs WM
+45.6%
+24.8%
-13.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +0.1% | +2.7% | +2.8% |
| 7D | +0.8% | -0.5% | +1.2% | +0.8% |
| 30D | -1.9% | +13.3% | -15.2% | -1.9% |
| 3M | -4.4% | +4.4% | -8.8% | -4.4% |
| 6M | -2.0% | +10.8% | -12.8% | -2.4% |
| YTD | +11.1% | +9.1% | +2.1% | +10.3% |
| 1Y | +15.1% | +19.1% | -4.1% | +12.7% |
| 3Y | +70.4% | +45.7% | +24.8% | +66.2% |
| All | +70.4% | +45.6% | +24.8% | +66.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling