+170.3%
WMT vs VXUS
+48.1%
+122.2%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.9% | -0.8% | -0.1% |
| 7D | -2.7% | -0.5% | -2.2% | -2.6% |
| 30D | +11.1% | -1.2% | +12.3% | +11.4% |
| 3M | +11.2% | -3.8% | +15.1% | +12.3% |
| 6M | -1.3% | -1.7% | +0.4% | -1.2% |
| YTD | +13.5% | +11.4% | +2.1% | +8.7% |
| 1Y | +22.5% | +13.3% | +9.2% | +16.6% |
| 3Y | +134.1% | +70.0% | +64.1% | +93.0% |
| 5Y | +170.3% | +48.1% | +122.2% | +121.2% |
| All | +170.3% | +48.1% | +122.2% | +121.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling