+43.0%
WBD vs VXUS
+179.6%
-136.6%
-91.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.5% | -0.9% | -0.9% |
| 7D | -1.8% | +1.0% | -2.8% | -2.8% |
| 30D | +8.8% | +2.2% | +6.6% | +6.5% |
| 3M | +4.6% | +3.0% | +1.7% | +1.1% |
| 6M | +1.1% | +10.7% | -9.6% | -9.8% |
| YTD | -2.0% | +17.8% | -19.8% | -18.2% |
| 1Y | +140.0% | +27.6% | +112.4% | +85.1% |
| 3Y | +144.4% | +73.3% | +71.1% | +43.3% |
| 5Y | -0.2% | +54.3% | -54.5% | -33.8% |
| 10Y | +9.1% | +149.8% | -140.7% | -52.3% |
| All | +43.0% | +179.6% | -136.6% | -43.7% |
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 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