+145.4%
WULF vs VEU
+188.7%
-43.3%
-98.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -0.8% | -3.3% | -3.6% |
| 7D | +15.6% | +0.3% | +15.3% | +15.4% |
| 30D | +5.7% | +0.7% | +5.1% | +5.5% |
| 3M | -32.3% | +4.7% | -37.0% | -33.5% |
| 6M | +23.7% | +11.6% | +12.0% | +18.6% |
| YTD | +49.1% | +16.8% | +32.3% | +40.8% |
| 1Y | +66.3% | +24.9% | +41.4% | +51.9% |
| 3Y | +851.7% | +75.7% | +775.9% | +665.4% |
| 5Y | -30.9% | +56.1% | -87.0% | -41.1% |
| 10Y | +86.9% | +153.6% | -66.7% | +42.6% |
| All | +145.4% | +188.7% | -43.3% | +48.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU 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 all: compounded portfolio wealth divided by compounded VEU 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…
all analysis · Full analysis span regression · 6 months rolling