+159.8%
VXUS vs WM
+819.0%
-659.1%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +1.2% | -4.8% | -4.1% |
| 7D | -3.4% | +4.5% | -7.9% | -5.1% |
| 30D | -5.8% | +16.1% | -21.9% | -11.7% |
| 3M | -6.4% | +8.0% | -14.5% | -9.7% |
| 6M | -2.5% | +8.4% | -10.9% | -6.8% |
| YTD | +7.9% | +11.2% | -3.3% | +1.4% |
| 1Y | +11.5% | +22.3% | -10.8% | +0.2% |
| 3Y | +63.4% | +50.2% | +13.2% | +29.9% |
| 5Y | +42.9% | +63.3% | -20.4% | +6.9% |
| 10Y | +138.9% | +355.0% | -216.2% | -3.4% |
| All | +159.8% | +819.0% | -659.1% | -36.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling