+377.4%
VT vs WU
-39.3%
+416.8%
-50.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.0% | +0.9% | +0.3% |
| 7D | +0.4% | -0.8% | +1.3% | +0.7% |
| 30D | +1.0% | -1.1% | +2.1% | +1.2% |
| 3M | +2.4% | -3.9% | +6.2% | +2.1% |
| 6M | +12.0% | -20.7% | +32.7% | +19.7% |
| YTD | +15.3% | -18.4% | +33.7% | +21.4% |
| 1Y | +22.6% | -8.1% | +30.6% | +22.1% |
| 3Y | +74.7% | -24.2% | +98.8% | +82.8% |
| 5Y | +66.1% | -50.4% | +116.6% | +101.5% |
| 10Y | +225.0% | -40.0% | +265.0% | +246.4% |
| All | +377.4% | -39.3% | +416.8% | +332.2% |
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 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