+12.5%
WULF vs VTV
+12.2%
+0.2%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | -0.7% | -5.1% | -3.6% |
| 7D | -0.6% | -2.1% | +1.5% | +5.9% |
| 30D | -3.6% | -1.3% | -2.3% | -0.1% |
| 3M | -30.4% | +5.6% | -36.0% | -45.5% |
| 6M | +12.5% | +12.4% | +0.1% | -30.9% |
| All | +12.5% | +12.2% | +0.2% | -30.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VTV.
Daily Out/Under-Performance
Portfolio return minus VTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTV 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 6mo: compounded portfolio wealth divided by compounded VTV 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…
6mo analysis · Full analysis span regression · 6 months rolling