+75.8%
VXUS vs WY
-23.0%
+98.8%
-13.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.4% | +1.1% | 0.0% |
| 7D | +1.6% | -2.1% | +3.6% | +2.1% |
| 30D | +1.0% | -10.5% | +11.5% | +3.7% |
| 3M | +5.7% | -4.9% | +10.5% | +6.6% |
| 6M | +13.6% | -4.9% | +18.5% | +14.4% |
| YTD | +17.4% | -1.7% | +19.1% | +16.8% |
| 1Y | +25.1% | -9.4% | +34.4% | +27.3% |
| 3Y | +75.8% | -22.3% | +98.1% | +85.0% |
| All | +75.8% | -23.0% | +98.8% | +85.0% |
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