+80.6%
VTV vs WU
-51.3%
+132.0%
-17.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.6% | +0.1% | +0.6% |
| 7D | -1.1% | -3.5% | +2.4% | -0.4% |
| 30D | -1.0% | -2.9% | +1.9% | -0.5% |
| 3M | +4.6% | -2.3% | +6.9% | +4.1% |
| 6M | +13.5% | -25.4% | +38.9% | +20.0% |
| YTD | +18.5% | -21.2% | +39.7% | +23.3% |
| 1Y | +22.9% | -8.9% | +31.7% | +22.7% |
| 3Y | +67.8% | -29.0% | +96.8% | +76.0% |
| All | +80.6% | -51.3% | +132.0% | +108.1% |
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