+50.0%
VG vs WU
-16.0%
+66.0%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -2.0% | +2.1% | -0.2% |
| 7D | -22.0% | +11.7% | -33.7% | -20.7% |
| 30D | -11.6% | +12.6% | -24.2% | -10.1% |
| 3M | -14.9% | -0.5% | -14.4% | -14.1% |
| 6M | -3.5% | -18.2% | +14.7% | -2.7% |
| YTD | +70.0% | -19.0% | +89.0% | +71.6% |
| 1Y | +50.0% | -16.7% | +66.7% | +51.7% |
| All | +50.0% | -16.0% | +66.0% | +51.7% |
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