-31.8%
LVS vs WEC
+9.7%
-41.5%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | +2.3% | +4.1% | +6.5% |
| 7D | +13.4% | +6.9% | +6.5% | +13.8% |
| 30D | +12.2% | +16.6% | -4.4% | +13.5% |
| 3M | -10.7% | +9.1% | -19.8% | -10.4% |
| 6M | -19.8% | +3.2% | -23.0% | -19.4% |
| YTD | -35.8% | +14.9% | -50.7% | -37.8% |
| 1Y | -31.8% | +9.2% | -41.0% | -31.8% |
| All | -31.8% | +9.7% | -41.5% | -31.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling