+112.0%
VSH vs WU
-8.3%
+120.3%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -1.0% | +5.4% | +4.5% |
| 7D | +4.1% | -0.8% | +4.9% | +4.1% |
| 30D | -4.2% | -1.1% | -3.1% | -4.1% |
| 3M | -50.0% | -3.9% | -46.1% | -50.8% |
| 6M | +80.2% | -20.7% | +100.8% | +82.6% |
| YTD | +121.1% | -18.4% | +139.4% | +122.1% |
| 1Y | +112.0% | -8.1% | +120.1% | +107.2% |
| All | +112.0% | -8.3% | +120.3% | +107.2% |
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