+2,180.2%
WDC vs VXUS
+179.6%
+2,000.6%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | +0.5% | +5.4% | +5.2% |
| 7D | +1.7% | +1.0% | +0.7% | +0.3% |
| 30D | -10.0% | +2.2% | -12.2% | -12.5% |
| 3M | -18.8% | +3.0% | -21.7% | -20.0% |
| 6M | +79.0% | +10.7% | +68.4% | +61.5% |
| YTD | +171.6% | +17.8% | +153.7% | +127.9% |
| 1Y | +417.4% | +27.6% | +389.8% | +294.6% |
| 3Y | +1,251.8% | +73.3% | +1,178.5% | +606.9% |
| 5Y | +911.7% | +54.3% | +857.4% | +527.6% |
| 10Y | +1,399.6% | +149.8% | +1,249.8% | +474.6% |
| All | +2,180.2% | +179.6% | +2,000.6% | +662.7% |
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