-70.8%
WULX vs VT
+13.6%
-84.4%
-92.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -0.5% | +4.0% | +7.0% |
| 7D | -4.8% | -0.1% | -4.6% | -1.3% |
| 30D | -29.5% | -3.1% | -26.5% | -0.7% |
| 3M | -55.4% | -3.5% | -51.9% | -32.4% |
| 6M | -83.5% | +0.5% | -84.0% | -79.6% |
| YTD | -53.5% | +10.8% | -64.2% | -64.7% |
| 1Y | -74.9% | +11.9% | -86.8% | -82.1% |
| All | -70.8% | +13.6% | -84.4% | -79.9% |
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