-23.6%
WU vs VLTO
+70.6%
-94.2%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.6% | +0.7% | +1.1% |
| 7D | -2.0% | +1.0% | -3.0% | -2.4% |
| 30D | +11.4% | +17.5% | -6.1% | +5.6% |
| 3M | -6.8% | +21.4% | -28.2% | -12.7% |
| 6M | -14.6% | +38.1% | -52.8% | -22.9% |
| YTD | -20.6% | +19.0% | -39.7% | -25.4% |
| 1Y | -15.4% | +20.7% | -36.0% | -21.0% |
| 3Y | -23.6% | +64.3% | -87.9% | -31.7% |
| All | -23.6% | +70.6% | -94.2% | -31.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VLTO.
Daily Out/Under-Performance
Portfolio return minus VLTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLTO 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 VLTO 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