+649.3%
WMB vs VXUS
+179.6%
+469.7%
-81.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.5% | -0.4% | -0.4% |
| 7D | +0.6% | +1.0% | -0.4% | -0.5% |
| 30D | +3.3% | +2.2% | +1.1% | +0.8% |
| 3M | +3.1% | +3.0% | +0.2% | -0.8% |
| 6M | -0.7% | +10.7% | -11.4% | -12.4% |
| YTD | +25.2% | +17.8% | +7.3% | +2.9% |
| 1Y | +32.9% | +27.6% | +5.3% | +0.2% |
| 3Y | +140.6% | +73.3% | +67.3% | +27.9% |
| 5Y | +273.5% | +54.3% | +219.1% | +121.7% |
| 10Y | +334.2% | +149.8% | +184.4% | +46.4% |
| All | +649.3% | +179.6% | +469.7% | +129.6% |
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 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