+3,319.5%
V vs WU
-29.9%
+3,349.4%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.2% | -0.8% | -0.1% |
| 7D | +0.8% | +11.0% | -10.2% | -3.6% |
| 30D | +9.9% | +13.4% | -3.5% | +4.3% |
| 3M | +17.5% | +2.2% | +15.3% | +15.8% |
| 6M | +33.5% | -18.2% | +51.7% | +41.7% |
| YTD | +21.6% | -18.3% | +39.8% | +28.5% |
| 1Y | +27.6% | -12.2% | +39.7% | +30.6% |
| 3Y | +76.4% | -20.8% | +97.2% | +83.1% |
| 5Y | +103.8% | -42.6% | +146.4% | +136.8% |
| 10Y | +455.5% | -35.5% | +490.9% | +496.6% |
| All | +3,319.5% | -29.9% | +3,349.4% | +3,204.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling