-51.0%
WU vs VIG
+61.5%
-112.5%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.5% | -0.3% | -0.3% |
| 7D | -5.0% | -2.2% | -2.7% | -2.9% |
| 30D | -2.3% | -3.2% | +1.0% | +0.8% |
| 3M | -3.2% | +3.0% | -6.3% | -5.7% |
| 6M | -25.0% | +8.1% | -33.2% | -30.2% |
| YTD | -21.7% | +9.1% | -30.7% | -27.6% |
| 1Y | -9.0% | +12.6% | -21.5% | -18.3% |
| 3Y | -28.9% | +55.4% | -84.3% | -52.9% |
| 5Y | -51.0% | +62.8% | -113.8% | -69.8% |
| All | -51.0% | +61.5% | -112.5% | -69.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VIG.
Daily Out/Under-Performance
Portfolio return minus VIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIG 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 VIG 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