-35.7%
WULX price history and return analytics
+18.3%
-54.0%
-79.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | 0.0% | +3.5% | +3.6% |
| 7D | +13.4% | +0.4% | +13.0% | +11.2% |
| 30D | -21.9% | +1.0% | -22.9% | -25.8% |
| 3M | -69.7% | +2.4% | -72.1% | -72.0% |
| 6M | -28.8% | +12.0% | -40.8% | -59.8% |
| YTD | +2.5% | +15.3% | -12.8% | -49.3% |
| All | -35.7% | +18.3% | -54.0% | -71.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling