+484.0%
V vs WEC
+197.9%
+286.1%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.9% | +0.4% | +1.0% |
| 7D | +0.9% | +2.3% | -1.4% | +0.1% |
| 30D | +9.0% | +11.1% | -2.1% | +5.1% |
| 3M | +16.7% | +8.4% | +8.3% | +13.4% |
| 6M | +33.4% | +7.5% | +25.9% | +29.9% |
| YTD | +22.4% | +15.3% | +7.0% | +15.7% |
| 1Y | +27.7% | +9.7% | +17.9% | +22.9% |
| 3Y | +78.0% | +64.7% | +13.3% | +46.9% |
| 5Y | +108.5% | +57.3% | +51.3% | +72.5% |
| All | +484.0% | +197.9% | +286.1% | +324.8% |
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 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