+99.1%
V vs WU
-42.0%
+141.1%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.0% | +2.0% | +0.6% |
| 7D | +2.2% | +11.7% | -9.5% | -1.0% |
| 30D | +13.6% | +12.6% | +1.0% | +9.7% |
| 3M | +14.3% | -0.5% | +14.8% | +14.1% |
| 6M | +33.1% | -18.2% | +51.3% | +39.3% |
| YTD | +21.2% | -19.0% | +40.2% | +26.9% |
| 1Y | +26.4% | -16.7% | +43.1% | +31.0% |
| 3Y | +77.6% | -21.0% | +98.6% | +82.7% |
| All | +99.1% | -42.0% | +141.1% | +128.4% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 WU 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