+67.0%
VSH vs WU
-51.4%
+118.4%
-63.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.9% | +1.6% | +1.0% |
| 7D | +3.5% | -4.9% | +8.5% | +5.4% |
| 30D | -4.4% | -1.3% | -3.1% | -4.1% |
| 3M | -45.8% | -3.6% | -42.2% | -46.6% |
| 6M | +90.1% | -24.3% | +114.5% | +107.0% |
| YTD | +120.3% | -21.1% | +141.4% | +134.5% |
| 1Y | +112.2% | -10.3% | +122.5% | +110.9% |
| 3Y | +36.6% | -28.4% | +64.9% | +48.4% |
| 5Y | +67.0% | -51.2% | +118.2% | +108.9% |
| All | +67.0% | -51.4% | +118.4% | +108.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling