+13.8%
VRT vs WU
-18.0%
+31.8%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.9% | +5.4% | -18.3% | -11.6% |
| 7D | -15.4% | +8.2% | -23.6% | -13.8% |
| 30D | -19.0% | +8.0% | -27.0% | -17.4% |
| 3M | -23.8% | -6.6% | -17.2% | -24.4% |
| 6M | -37.9% | -23.3% | -14.6% | -41.1% |
| YTD | +27.0% | -22.4% | +49.4% | +20.2% |
| 1Y | +13.8% | -18.0% | +31.8% | +9.5% |
| All | +13.8% | -18.0% | +31.8% | +9.5% |
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