+63.9%
VUG vs WU
-41.3%
+105.2%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.2% | -1.9% | -1.0% |
| 7D | -1.2% | +11.0% | -12.2% | -3.4% |
| 30D | -8.9% | +13.4% | -22.3% | -11.4% |
| 3M | -5.9% | +2.2% | -8.1% | -6.6% |
| 6M | -3.3% | -18.2% | +14.9% | +0.2% |
| YTD | +3.4% | -18.3% | +21.7% | +6.7% |
| 1Y | +1.9% | -12.2% | +14.1% | +3.0% |
| 3Y | +76.9% | -20.8% | +97.7% | +79.1% |
| 5Y | +63.9% | -42.6% | +106.5% | +84.1% |
| All | +63.9% | -41.3% | +105.2% | +84.1% |
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