+139.3%
WFC vs VXUS
+76.2%
+63.1%
-24.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.5% | +0.4% | +0.6% |
| 7D | +3.8% | +1.0% | +2.8% | +3.1% |
| 30D | +1.5% | +2.2% | -0.7% | 0.0% |
| 3M | +10.9% | +3.0% | +7.9% | +8.4% |
| 6M | +8.4% | +10.7% | -2.2% | +0.2% |
| YTD | -1.9% | +17.8% | -19.7% | -13.9% |
| 1Y | +12.3% | +27.6% | -15.2% | -7.6% |
| All | +139.3% | +76.2% | +63.1% | +48.6% |
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