-25.8%
WULX vs VT
+17.7%
-43.6%
-79.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +15.3% | -0.5% | +15.8% | +18.9% |
| 7D | +45.4% | +1.0% | +44.4% | +35.9% |
| 30D | +0.9% | -0.2% | +1.1% | +4.4% |
| 3M | -63.5% | +4.5% | -68.0% | -71.6% |
| 6M | +4.2% | +14.1% | -9.9% | -51.3% |
| YTD | +18.2% | +14.8% | +3.4% | -39.8% |
| All | -25.8% | +17.7% | -43.6% | -65.7% |
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