+109.0%
VSH vs WU
-11.2%
+120.2%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.7% | -0.5% | -1.2% |
| 7D | +2.8% | -5.0% | +7.7% | +3.0% |
| 30D | -6.0% | -2.3% | -3.7% | -5.9% |
| 3M | -42.6% | -3.2% | -39.4% | -43.9% |
| 6M | +82.1% | -25.0% | +107.1% | +85.4% |
| YTD | +117.5% | -21.7% | +139.2% | +118.8% |
| 1Y | +109.0% | -9.0% | +118.0% | +100.6% |
| All | +109.0% | -11.2% | +120.2% | +100.6% |
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