+54.4%
VXUS vs WM
+52.1%
+2.2%
-29.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.2% | +1.7% | +0.7% |
| 7D | +1.0% | -0.3% | +1.3% | +1.1% |
| 30D | +2.2% | -2.4% | +4.6% | +2.5% |
| 3M | +3.0% | +0.4% | +2.5% | +2.5% |
| 6M | +10.7% | -9.5% | +20.1% | +12.3% |
| YTD | +17.8% | +0.5% | +17.3% | +16.8% |
| 1Y | +27.6% | -1.1% | +28.7% | +26.8% |
| 3Y | +73.3% | +46.0% | +27.3% | +54.2% |
| All | +54.4% | +52.1% | +2.2% | +33.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling