+1,048.3%
VUG vs WU
-22.9%
+1,071.1%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.2% | +0.9% | +0.2% |
| 7D | +4.4% | -5.3% | +9.7% | +6.3% |
| 30D | -7.3% | +9.0% | -16.4% | -10.5% |
| 3M | -4.2% | -3.6% | -0.7% | -3.8% |
| 6M | -1.6% | -19.4% | +17.8% | +3.6% |
| YTD | +4.9% | -21.7% | +26.6% | +10.9% |
| 1Y | +3.8% | -16.1% | +19.9% | +6.8% |
| 3Y | +79.4% | -24.1% | +103.5% | +86.2% |
| 5Y | +63.9% | -44.1% | +108.0% | +86.6% |
| 10Y | +404.0% | -39.6% | +443.6% | +434.1% |
| All | +1,048.3% | -22.9% | +1,071.1% | +890.8% |
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