+492.2%
VTV vs WU
-21.6%
+513.8%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -2.5% | +1.7% | +0.1% |
| 7D | +0.3% | -0.8% | +1.2% | +0.6% |
| 30D | +0.1% | -1.1% | +1.3% | +0.4% |
| 3M | +6.2% | -1.8% | +8.0% | +5.1% |
| 6M | +13.5% | -23.9% | +37.4% | +23.0% |
| YTD | +18.9% | -20.4% | +39.3% | +26.3% |
| 1Y | +25.8% | -10.6% | +36.4% | +26.8% |
| 3Y | +68.7% | -27.7% | +96.5% | +80.2% |
| 5Y | +80.3% | -51.1% | +131.5% | +118.9% |
| 10Y | +226.3% | -40.7% | +267.1% | +253.7% |
| All | +492.2% | -21.6% | +513.8% | +403.1% |
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 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