-51.2%
WU vs VO
+42.2%
-93.4%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.8% | 0.0% | -0.3% |
| 7D | -4.9% | -0.6% | -4.3% | -4.5% |
| 30D | -1.3% | -1.9% | +0.6% | +0.1% |
| 3M | -3.6% | +3.3% | -6.8% | -5.6% |
| 6M | -24.3% | +9.7% | -34.0% | -29.1% |
| YTD | -21.1% | +12.6% | -33.7% | -27.5% |
| 1Y | -10.3% | +13.6% | -24.0% | -18.3% |
| 3Y | -28.4% | +56.8% | -85.2% | -48.2% |
| 5Y | -51.2% | +42.3% | -93.5% | -65.0% |
| All | -51.2% | +42.2% | -93.4% | -65.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling