+126.7%
WFC vs VXUS
+54.5%
+72.2%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2021-09-08 to 2026-09-08.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.4% | -1.9% | -1.9% |
| 7D | +1.1% | +1.6% | -0.5% | -0.3% |
| 30D | +0.8% | +1.0% | -0.2% | -0.1% |
| 3M | +9.3% | +5.7% | +3.6% | +3.7% |
| 6M | +10.6% | +13.6% | -2.9% | -2.7% |
| YTD | -4.1% | +17.4% | -21.5% | -18.6% |
| 1Y | +13.6% | +25.1% | -11.5% | -9.4% |
| 3Y | +130.7% | +75.8% | +54.9% | +28.3% |
| 5Y | +126.7% | +55.4% | +71.4% | +52.2% |
| All | +126.7% | +54.5% | +72.2% | +52.2% |
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 2021-09-08 to 2026-09-08: 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…
2021-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling