+51.8%
VG vs WU
-18.0%
+69.8%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.7% | +5.4% | -13.1% | -7.0% |
| 7D | -16.4% | +8.2% | -24.6% | -15.5% |
| 30D | -10.8% | +8.0% | -18.8% | -9.9% |
| 3M | -6.3% | -6.6% | +0.4% | -6.3% |
| 6M | -12.5% | -23.3% | +10.8% | -12.4% |
| YTD | +76.9% | -22.4% | +99.3% | +77.3% |
| 1Y | +51.8% | -18.0% | +69.8% | +50.1% |
| All | +51.8% | -18.0% | +69.8% | +50.1% |
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