+56.7%
WBD vs VXUS
+172.0%
-115.3%
-91.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.8% | +2.6% | +11.2% | +11.3% |
| 7D | +13.8% | +2.6% | +11.2% | +11.3% |
| 30D | +13.8% | +2.6% | +11.2% | +11.3% |
| 3M | +13.8% | +2.6% | +11.2% | +11.3% |
| 6M | +13.3% | +11.5% | +1.8% | +1.6% |
| YTD | +7.4% | +14.6% | -7.2% | -7.1% |
| 1Y | +63.0% | +18.0% | +45.0% | +36.9% |
| 3Y | +206.7% | +78.6% | +128.1% | +76.8% |
| 5Y | +18.4% | +58.4% | -40.0% | -22.2% |
| 10Y | +11.8% | +142.6% | -130.8% | -49.2% |
| All | +56.7% | +172.0% | -115.3% | -36.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling