+1,313.9%
WDC vs VXUS
+163.7%
+1,150.3%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | +2.8% | +7.0% | +5.9% |
| 7D | -14.4% | +0.8% | -15.2% | -14.7% |
| 30D | -27.1% | -1.9% | -25.2% | -24.3% |
| 3M | -33.3% | -4.4% | -28.9% | -28.3% |
| 6M | -39.6% | -2.0% | -37.6% | -35.7% |
| YTD | +68.4% | +11.1% | +57.3% | +54.6% |
| 1Y | +78.2% | +15.1% | +63.1% | +57.0% |
| 3Y | +772.0% | +70.4% | +701.6% | +372.5% |
| 5Y | +584.9% | +47.2% | +537.7% | +357.9% |
| 10Y | +653.4% | +142.3% | +511.2% | +207.2% |
| All | +1,313.9% | +163.7% | +1,150.3% | +417.4% |
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