+68.4%
VXUS vs WU
-20.5%
+88.9%
-13.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.2% | -1.8% | -0.8% |
| 7D | +0.5% | +11.0% | -10.5% | -0.9% |
| 30D | -2.5% | +13.4% | -15.9% | -4.2% |
| 3M | -4.6% | +2.2% | -6.9% | -5.0% |
| 6M | -2.6% | -18.2% | +15.6% | -0.2% |
| YTD | +10.4% | -18.3% | +28.7% | +12.8% |
| 1Y | +12.9% | -12.2% | +25.0% | +13.6% |
| 3Y | +68.4% | -20.8% | +89.2% | +70.2% |
| All | +68.4% | -20.5% | +88.9% | +70.2% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 3y: compounded portfolio wealth divided by compounded WU 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…
3y analysis · Full analysis span regression · 6 months rolling