+168.3%
VXUS vs WPM
+450.7%
-282.4%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.8% | +1.7% | +1.1% |
| 7D | -0.5% | +3.1% | -3.6% | -1.0% |
| 30D | -1.2% | -1.8% | +0.6% | -1.1% |
| 3M | -3.8% | +1.0% | -4.8% | -4.4% |
| 6M | -1.7% | -5.4% | +3.8% | -1.6% |
| YTD | +11.4% | +15.9% | -4.5% | +7.4% |
| 1Y | +13.3% | +30.8% | -17.5% | +7.1% |
| 3Y | +70.0% | +222.6% | -152.7% | +38.4% |
| 5Y | +48.1% | +227.4% | -179.3% | +18.8% |
| 10Y | +147.1% | +757.8% | -610.8% | +67.0% |
| All | +168.3% | +450.7% | -282.4% | +86.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling