+812.3%
WMT vs VXUS
+163.7%
+648.6%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VXUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +2.8% | -2.7% | -0.9% |
| 7D | -1.6% | +0.8% | -2.4% | -1.9% |
| 30D | +12.9% | -1.9% | +14.7% | +13.5% |
| 3M | +12.6% | -4.4% | +17.0% | +14.3% |
| 6M | -3.4% | -2.0% | -1.5% | -3.3% |
| YTD | +13.5% | +11.1% | +2.4% | +8.2% |
| 1Y | +23.5% | +15.1% | +8.5% | +16.1% |
| 3Y | +137.3% | +70.4% | +66.9% | +90.7% |
| 5Y | +167.9% | +47.2% | +120.7% | +125.8% |
| 10Y | +526.6% | +142.3% | +384.3% | +330.8% |
| All | +812.3% | +163.7% | +648.6% | +488.8% |
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