-39.3%
WU vs VO
+197.6%
-236.9%
-65.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | 0.0% | +1.3% | +1.3% |
| 7D | -2.0% | +3.1% | -5.1% | -4.3% |
| 30D | +11.4% | +2.2% | +9.2% | +9.3% |
| 3M | -6.8% | -2.5% | -4.3% | -5.3% |
| 6M | -14.6% | +7.0% | -21.6% | -19.1% |
| YTD | -20.6% | +14.0% | -34.6% | -28.4% |
| 1Y | -15.4% | +15.6% | -31.0% | -24.5% |
| 3Y | -23.6% | +66.2% | -89.8% | -48.6% |
| 5Y | -43.4% | +36.6% | -80.0% | -56.3% |
| All | -39.3% | +197.6% | -236.9% | -76.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling