+182.7%
VXUS vs WTW
+332.3%
-149.5%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WTW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.8% | +2.4% | +0.6% |
| 7D | +1.6% | -2.7% | +4.3% | +2.6% |
| 30D | +1.0% | -5.6% | +6.6% | +3.0% |
| 3M | +5.7% | +26.5% | -20.8% | -3.6% |
| 6M | +13.6% | +8.1% | +5.4% | +9.0% |
| YTD | +17.4% | -0.3% | +17.7% | +15.4% |
| 1Y | +25.1% | -0.9% | +25.9% | +22.8% |
| 3Y | +75.8% | +66.6% | +9.2% | +36.2% |
| 5Y | +55.4% | +54.0% | +1.4% | +22.4% |
| 10Y | +146.4% | +198.1% | -51.7% | +34.7% |
| All | +182.7% | +332.3% | -149.5% | +22.2% |
Cumulative growth
Daily Returns
Daily percentage return beside WTW.
Daily Out/Under-Performance
Portfolio return minus WTW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WTW 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 WTW 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