-18.0%
WU vs VO
+16.3%
-34.3%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +0.9% | +4.6% | +4.8% |
| 7D | +8.2% | +1.0% | +7.2% | +7.4% |
| 30D | +8.0% | +2.6% | +5.4% | +6.0% |
| 3M | -6.6% | -0.3% | -6.4% | -6.6% |
| 6M | -23.3% | +7.6% | -30.8% | -26.6% |
| YTD | -22.4% | +14.7% | -37.1% | -28.7% |
| 1Y | -18.0% | +16.4% | -34.4% | -25.6% |
| All | -18.0% | +16.3% | -34.3% | -25.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 1y: compounded portfolio wealth divided by compounded VO 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…
1y analysis · Full analysis span regression · 6 months rolling