+99.3%
VSH vs WU
-16.8%
+116.1%
-66.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -1.2% | -3.4% | -4.8% |
| 7D | +26.2% | -5.3% | +31.5% | +25.5% |
| 30D | -12.5% | +9.0% | -21.5% | -12.4% |
| 3M | -16.9% | -3.6% | -13.4% | -16.2% |
| 6M | -17.0% | -19.4% | +2.4% | -15.6% |
| YTD | +93.8% | -21.7% | +115.5% | +96.4% |
| 1Y | +99.3% | -16.1% | +115.5% | +88.2% |
| All | +99.3% | -16.8% | +116.1% | +88.2% |
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