+32.7%
VFC vs WU
-16.8%
+49.5%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -1.2% | -1.8% | -2.6% |
| 7D | -1.4% | -5.3% | +3.8% | +0.4% |
| 30D | +24.6% | +9.0% | +15.6% | +20.6% |
| 3M | +38.4% | -3.6% | +42.0% | +39.4% |
| 6M | +15.3% | -19.4% | +34.7% | +23.8% |
| YTD | +12.7% | -21.7% | +34.4% | +20.3% |
| 1Y | +32.7% | -16.1% | +48.8% | +32.9% |
| All | +32.7% | -16.8% | +49.5% | +32.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling