+305.7%
WFC vs VXUS
+156.4%
+149.3%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.1% | -0.6% | -0.6% |
| 7D | +1.2% | -1.8% | +3.0% | +3.1% |
| 30D | +5.2% | -4.6% | +9.8% | +10.2% |
| 3M | -3.0% | -6.1% | +3.0% | +3.1% |
| 6M | +6.2% | -4.9% | +11.1% | +10.5% |
| YTD | -7.9% | +8.1% | -16.0% | -16.8% |
| 1Y | +0.3% | +12.1% | -11.8% | -12.8% |
| 3Y | +117.7% | +63.9% | +53.9% | +25.1% |
| 5Y | +88.4% | +43.1% | +45.2% | +25.8% |
| 10Y | +147.3% | +139.2% | +8.0% | +0.5% |
| All | +305.7% | +156.4% | +149.3% | +45.5% |
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