+87.9%
VUG vs WU
-27.2%
+115.1%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.5% | +2.1% | 0.0% |
| 7D | +0.9% | -0.8% | +1.7% | +1.0% |
| 30D | -1.4% | -1.1% | -0.3% | -1.3% |
| 3M | +2.3% | -1.8% | +4.1% | +1.5% |
| 6M | +15.7% | -23.9% | +39.6% | +19.6% |
| YTD | +8.6% | -20.4% | +29.0% | +11.3% |
| 1Y | +14.1% | -10.6% | +24.6% | +13.9% |
| 3Y | +87.9% | -27.7% | +115.6% | +91.1% |
| All | +87.9% | -27.2% | +115.1% | +91.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling