+45.9%
VXUS vs WSM
+165.0%
-119.2%
-28.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -4.5% | +3.5% | -0.2% |
| 7D | +2.3% | -3.2% | +5.5% | +2.8% |
| 30D | -2.2% | +4.6% | -6.9% | -3.0% |
| 3M | -5.4% | +2.4% | -7.8% | -5.9% |
| 6M | -1.2% | +43.7% | -44.9% | -7.3% |
| YTD | +10.4% | +42.1% | -31.7% | +3.6% |
| 1Y | +11.8% | +32.3% | -20.4% | +6.1% |
| 3Y | +68.4% | +253.0% | -184.6% | +30.2% |
| 5Y | +45.9% | +161.3% | -115.4% | +13.3% |
| All | +45.9% | +165.0% | -119.2% | +13.3% |
Cumulative growth
Daily Returns
Daily percentage return beside WSM.
Daily Out/Under-Performance
Portfolio return minus WSM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WSM 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 5y: compounded portfolio wealth divided by compounded WSM 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…
5y analysis · Full analysis span regression · 6 months rolling