+167.6%
VXUS vs WPM
+484.7%
-317.0%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +5.6% | -2.8% | +2.0% |
| 7D | +0.8% | +20.8% | -20.0% | -2.3% |
| 30D | -1.9% | +3.8% | -5.7% | -2.7% |
| 3M | -4.4% | +7.4% | -11.8% | -5.9% |
| 6M | -2.0% | +4.0% | -5.9% | -3.4% |
| YTD | +11.1% | +23.0% | -11.9% | +6.1% |
| 1Y | +15.1% | +45.9% | -30.9% | +6.9% |
| 3Y | +70.4% | +242.9% | -172.5% | +37.4% |
| 5Y | +47.2% | +259.5% | -212.3% | +16.5% |
| 10Y | +142.3% | +577.7% | -435.5% | +68.9% |
| All | +167.6% | +484.7% | -317.0% | +84.0% |
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