+644.6%
VRT vs WU
-27.2%
+671.8%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -2.5% | +6.2% | +3.8% |
| 7D | +13.6% | -0.8% | +14.5% | +13.6% |
| 30D | +6.8% | -1.1% | +7.9% | +6.8% |
| 3M | -3.2% | -1.8% | -1.4% | -4.2% |
| 6M | +20.3% | -23.9% | +44.3% | +22.2% |
| YTD | +79.6% | -20.4% | +100.0% | +80.9% |
| 1Y | +139.0% | -10.6% | +149.6% | +134.6% |
| 3Y | +644.6% | -27.7% | +672.3% | +651.1% |
| All | +644.6% | -27.2% | +671.8% | +651.1% |
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 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