+16.5%
VXUS vs WPM
+38.8%
-22.3%
-11.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +12.0% | -10.0% | -0.6% |
| 7D | +0.2% | +3.9% | -3.7% | -0.8% |
| 30D | -2.3% | -3.5% | +1.2% | -1.8% |
| 3M | -2.8% | +14.1% | -16.9% | -6.5% |
| 6M | +2.6% | +6.2% | -3.6% | -0.1% |
| YTD | +12.0% | +12.4% | -0.4% | +8.3% |
| 1Y | +16.5% | +40.0% | -23.4% | +7.4% |
| All | +16.5% | +38.8% | -22.3% | +7.4% |
Cumulative growth
Daily Returns
Daily percentage return beside WPM.
Daily Out/Under-Performance
Portfolio return minus WPM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WPM 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 1y: compounded portfolio wealth divided by compounded WPM 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…
1y analysis · Full analysis span regression · 6 months rolling