-51.4%
VG vs WU
-18.6%
-32.8%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -2.0% | +2.1% | -0.1% |
| 7D | -22.0% | +11.7% | -33.7% | -21.1% |
| 30D | -11.6% | +12.6% | -24.2% | -10.5% |
| 3M | -14.9% | -0.5% | -14.4% | -14.4% |
| 6M | -3.5% | -18.2% | +14.7% | -3.4% |
| YTD | +70.0% | -19.0% | +89.0% | +70.2% |
| 1Y | +50.0% | -16.7% | +66.7% | +49.7% |
| All | -51.4% | -18.6% | -32.8% | -52.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling