+75.8%
VXUS vs WWD
+164.2%
-88.3%
-13.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.0% | +1.6% | 0.0% |
| 7D | +1.6% | +0.8% | +0.8% | +1.4% |
| 30D | +1.0% | -6.4% | +7.4% | +2.3% |
| 3M | +5.7% | -5.6% | +11.3% | +6.4% |
| 6M | +13.6% | -9.1% | +22.7% | +15.1% |
| YTD | +17.4% | +12.5% | +4.9% | +13.8% |
| 1Y | +25.1% | +41.3% | -16.3% | +15.2% |
| 3Y | +75.8% | +170.2% | -94.4% | +36.7% |
| All | +75.8% | +164.2% | -88.3% | +36.7% |
Cumulative growth
Daily Returns
Daily percentage return beside WWD.
Daily Out/Under-Performance
Portfolio return minus WWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WWD 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 WWD 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