+348.0%
VT vs WU
-38.6%
+386.6%
-50.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +6.5% | -10.6% | -6.5% |
| 7D | -4.2% | +13.0% | -17.2% | -8.6% |
| 30D | -5.8% | +14.3% | -20.1% | -10.7% |
| 3M | -5.2% | +0.1% | -5.4% | -5.9% |
| 6M | +0.1% | -17.7% | +17.8% | +5.2% |
| YTD | +8.2% | -17.3% | +25.6% | +12.8% |
| 1Y | +10.1% | -11.1% | +21.2% | +11.2% |
| 3Y | +69.7% | -19.8% | +89.5% | +73.4% |
| 5Y | +53.4% | -40.5% | +93.9% | +71.8% |
| 10Y | +219.2% | -33.7% | +252.9% | +224.2% |
| All | +348.0% | -38.6% | +386.6% | +301.5% |
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