+54.3%
VXUS vs WSM
+182.5%
-128.2%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.1% | -0.6% | -0.7% |
| 7D | +0.3% | +2.6% | -2.3% | -0.1% |
| 30D | +0.7% | -9.3% | +10.0% | +2.3% |
| 3M | +4.8% | +7.1% | -2.3% | +3.4% |
| 6M | +11.3% | +21.7% | -10.4% | +7.4% |
| YTD | +16.5% | +28.7% | -12.2% | +11.3% |
| 1Y | +24.3% | +13.9% | +10.4% | +20.8% |
| 3Y | +74.5% | +232.2% | -157.7% | +36.4% |
| 5Y | +54.3% | +176.4% | -122.1% | +19.6% |
| All | +54.3% | +182.5% | -128.2% | +19.6% |
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