+2,926.4%
V vs WU
-30.0%
+2,956.4%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.0% | 0.0% | -0.6% |
| 7D | -1.7% | -0.8% | -0.9% | -1.4% |
| 30D | +2.0% | -1.1% | +3.1% | +2.3% |
| 3M | +17.4% | -3.9% | +21.2% | +17.2% |
| 6M | +17.5% | -20.7% | +38.2% | +26.5% |
| YTD | +7.6% | -18.4% | +25.9% | +14.3% |
| 1Y | +7.7% | -8.1% | +15.8% | +8.0% |
| 3Y | +54.7% | -24.2% | +78.8% | +63.6% |
| 5Y | +73.0% | -50.4% | +123.5% | +115.1% |
| 10Y | +390.9% | -40.0% | +430.9% | +445.6% |
| All | +2,926.4% | -30.0% | +2,956.4% | +2,839.4% |
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