+69.6%
VXUS vs WY
-24.2%
+93.8%
-13.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.1% | +0.8% | +0.9% |
| 7D | -0.5% | -5.1% | +4.5% | +0.6% |
| 30D | -1.2% | +9.0% | -10.2% | -3.2% |
| 3M | -3.8% | -16.7% | +12.9% | +0.2% |
| 6M | -1.7% | -10.3% | +8.6% | +0.2% |
| YTD | +11.4% | -10.5% | +21.9% | +13.2% |
| 1Y | +13.3% | -5.9% | +19.2% | +13.5% |
| All | +69.6% | -24.2% | +93.8% | +77.2% |
Cumulative growth
Daily Returns
Daily percentage return beside WY.
Daily Out/Under-Performance
Portfolio return minus WY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WY 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 WY 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