+4.2%
WBD vs VXUS
+54.3%
-50.1%
-78.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.8% | 0.0% | +0.2% |
| 7D | -1.7% | +0.3% | -2.0% | -2.1% |
| 30D | +3.9% | +0.7% | +3.2% | +2.9% |
| 3M | +5.1% | +4.8% | +0.3% | -2.2% |
| 6M | +0.6% | +11.3% | -10.8% | -15.4% |
| YTD | -3.2% | +16.5% | -19.7% | -24.9% |
| 1Y | +127.7% | +24.3% | +103.4% | +59.5% |
| 3Y | +146.6% | +74.5% | +72.1% | +4.1% |
| 5Y | +4.2% | +54.3% | -50.2% | -44.7% |
| All | +4.2% | +54.3% | -50.1% | -44.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VXUS.
Daily Out/Under-Performance
Portfolio return minus VXUS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VXUS 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 5y: compounded portfolio wealth divided by compounded VXUS 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…
5y analysis · Full analysis span regression · 6 months rolling