+183.8%
VXUS vs WPM
+529.5%
-345.7%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.1% | +1.6% | +0.7% |
| 7D | +1.0% | +1.1% | -0.1% | +0.8% |
| 30D | +2.2% | +26.4% | -24.2% | -1.7% |
| 3M | +3.0% | +20.8% | -17.9% | -0.5% |
| 6M | +10.7% | +1.1% | +9.5% | +9.6% |
| YTD | +17.8% | +32.5% | -14.6% | +11.5% |
| 1Y | +27.6% | +51.5% | -23.9% | +17.9% |
| 3Y | +73.3% | +267.0% | -193.7% | +38.5% |
| 5Y | +54.3% | +250.1% | -195.8% | +22.6% |
| 10Y | +149.8% | +540.4% | -390.5% | +75.7% |
| All | +183.8% | +529.5% | -345.7% | +93.4% |
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 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