-51.1%
WU price history and return analytics
+66.2%
-117.3%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.5% | -2.0% | -2.1% |
| 7D | -0.8% | +1.0% | -1.9% | -1.6% |
| 30D | -1.1% | -0.2% | -0.9% | -0.9% |
| 3M | -1.8% | +4.5% | -6.4% | -5.1% |
| 6M | -23.9% | +14.1% | -38.0% | -31.3% |
| YTD | -20.4% | +14.8% | -35.2% | -28.6% |
| 1Y | -10.6% | +21.2% | -31.8% | -23.2% |
| 3Y | -27.7% | +76.6% | -104.3% | -54.4% |
| 5Y | -51.1% | +66.6% | -117.7% | -69.4% |
| All | -51.1% | +66.2% | -117.3% | -69.4% |
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