+1,002.6%
VST vs WU
-37.5%
+1,040.0%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.6% | -2.0% | +12.5% | +10.9% |
| 7D | -9.8% | +11.7% | -21.5% | -12.1% |
| 30D | -25.1% | +12.6% | -37.7% | -27.3% |
| 3M | -11.6% | -0.5% | -11.1% | -12.0% |
| 6M | -20.9% | -18.2% | -2.7% | -18.4% |
| YTD | -22.3% | -19.0% | -3.3% | -20.0% |
| 1Y | -32.0% | -16.7% | -15.3% | -30.7% |
| 3Y | +262.4% | -21.0% | +283.4% | +263.6% |
| 5Y | +563.4% | -41.7% | +605.1% | +615.5% |
| 10Y | +1,120.7% | -35.0% | +1,155.7% | +1,148.5% |
| All | +1,002.6% | -37.5% | +1,040.0% | +1,015.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling