+722.3%
VTI vs WU
-21.6%
+743.9%
-55.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.5% | +1.9% | +0.3% |
| 7D | +0.6% | -0.8% | +1.5% | +0.9% |
| 30D | -1.1% | -1.1% | 0.0% | -0.8% |
| 3M | +3.9% | -1.8% | +5.7% | +2.8% |
| 6M | +14.6% | -23.9% | +38.5% | +24.1% |
| YTD | +13.3% | -20.4% | +33.7% | +20.2% |
| 1Y | +19.2% | -10.6% | +29.7% | +20.0% |
| 3Y | +77.4% | -27.7% | +105.1% | +89.1% |
| 5Y | +74.0% | -51.1% | +125.2% | +110.9% |
| 10Y | +294.6% | -40.7% | +335.3% | +326.6% |
| All | +722.3% | -21.6% | +743.9% | +606.0% |
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