+376.8%
V vs WEC
+143.0%
+233.8%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +1.1% | -2.8% | -2.1% |
| 7D | -1.1% | +0.8% | -1.9% | -1.4% |
| 30D | +1.9% | +0.3% | +1.5% | +1.7% |
| 3M | +15.5% | -2.9% | +18.5% | +16.6% |
| 6M | +16.6% | -5.9% | +22.5% | +18.8% |
| YTD | +5.7% | +4.1% | +1.6% | +3.7% |
| 1Y | +8.6% | +3.1% | +5.4% | +6.7% |
| 3Y | +52.5% | +40.8% | +11.7% | +33.0% |
| 5Y | +67.1% | +31.7% | +35.4% | +47.5% |
| 10Y | +376.8% | +141.1% | +235.7% | +261.7% |
| All | +376.8% | +143.0% | +233.8% | +261.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling