+1,330.5%
WDC vs VXUS
+76.2%
+1,254.3%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | +0.5% | +5.4% | +4.9% |
| 7D | +1.7% | +1.0% | +0.7% | -0.2% |
| 30D | -10.0% | +2.2% | -12.2% | -13.5% |
| 3M | -18.8% | +3.0% | -21.7% | -21.1% |
| 6M | +79.0% | +10.7% | +68.4% | +54.7% |
| YTD | +171.6% | +17.8% | +153.7% | +114.6% |
| 1Y | +417.4% | +27.6% | +389.8% | +265.4% |
| All | +1,330.5% | +76.2% | +1,254.3% | +543.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling