+30.8%
VNQ vs WU
-28.7%
+59.6%
-17.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.6% | +0.1% | +0.6% |
| 7D | -1.3% | -3.5% | +2.2% | -0.7% |
| 30D | -2.6% | -2.9% | +0.4% | -2.1% |
| 3M | -2.0% | -2.3% | +0.2% | -2.4% |
| 6M | +4.3% | -25.4% | +29.7% | +9.7% |
| YTD | +9.2% | -21.2% | +30.4% | +13.2% |
| 1Y | +5.6% | -8.9% | +14.5% | +4.9% |
| 3Y | +30.8% | -29.0% | +59.8% | +35.0% |
| All | +30.8% | -28.7% | +59.6% | +35.0% |
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