-44.1%
WU vs VO
+37.2%
-81.3%
-55.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.9% | -0.3% | -0.6% |
| 7D | -5.3% | +2.9% | -8.2% | -7.2% |
| 30D | +9.0% | +1.0% | +8.0% | +8.0% |
| 3M | -3.6% | -1.7% | -1.8% | -2.6% |
| 6M | -19.4% | +6.7% | -26.1% | -23.2% |
| YTD | -21.7% | +14.0% | -35.7% | -28.9% |
| 1Y | -16.1% | +13.7% | -29.8% | -23.7% |
| 3Y | -24.1% | +65.8% | -90.0% | -47.3% |
| 5Y | -44.1% | +36.6% | -80.7% | -59.3% |
| All | -44.1% | +37.2% | -81.3% | -59.3% |
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