+83.1%
IVV vs WEC
+31.0%
+52.1%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.7% | +0.3% | -0.3% |
| 7D | +0.1% | -0.3% | +0.4% | +0.2% |
| 30D | +0.1% | -1.3% | +1.4% | +0.3% |
| 3M | +2.0% | -3.9% | +5.9% | +2.7% |
| 6M | +13.0% | -8.3% | +21.4% | +14.9% |
| YTD | +13.6% | +3.1% | +10.5% | +12.2% |
| 1Y | +20.1% | +1.9% | +18.1% | +18.8% |
| 3Y | +77.6% | +41.9% | +35.7% | +58.9% |
| All | +83.1% | +31.0% | +52.1% | +66.7% |
Cumulative growth
Daily Returns
Daily percentage return beside WEC.
Daily Out/Under-Performance
Portfolio return minus WEC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WEC 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 WEC 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