-42.0%
WU vs VT
+57.0%
-99.0%
-55.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.3% | +1.6% | +1.6% |
| 7D | -2.0% | +2.4% | -4.4% | -3.7% |
| 30D | +11.4% | -1.5% | +12.9% | +12.2% |
| 3M | -6.8% | -4.1% | -2.7% | -4.4% |
| 6M | -14.6% | +0.6% | -15.2% | -15.5% |
| YTD | -20.6% | +11.0% | -31.7% | -27.4% |
| 1Y | -15.4% | +13.3% | -28.7% | -23.8% |
| 3Y | -23.6% | +73.4% | -97.0% | -51.4% |
| All | -42.0% | +57.0% | -99.0% | -62.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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