+677.8%
WMT vs VXUS
+179.6%
+498.2%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.5% | -1.7% | -1.4% |
| 7D | +3.9% | +1.0% | +2.9% | +3.5% |
| 30D | -4.4% | +2.2% | -6.6% | -5.2% |
| 3M | -8.8% | +3.0% | -11.8% | -10.0% |
| 6M | -15.6% | +10.7% | -26.3% | -19.2% |
| YTD | -3.2% | +17.8% | -21.1% | -9.6% |
| 1Y | +7.0% | +27.6% | -20.5% | -3.1% |
| 3Y | +105.3% | +73.3% | +32.0% | +64.3% |
| 5Y | +129.3% | +54.3% | +74.9% | +90.2% |
| 10Y | +423.9% | +149.8% | +274.1% | +256.4% |
| All | +677.8% | +179.6% | +498.2% | +392.1% |
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