+25.0%
V vs WEC
+8.3%
+16.7%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.4% | -1.0% | -0.7% |
| 7D | -0.4% | -0.7% | +0.4% | -0.3% |
| 30D | +6.3% | +11.0% | -4.6% | +5.6% |
| 3M | +17.2% | +8.6% | +8.5% | +16.2% |
| 6M | +29.2% | +6.2% | +23.1% | +28.8% |
| YTD | +20.8% | +14.3% | +6.5% | +23.0% |
| 1Y | +25.0% | +8.4% | +16.6% | +29.1% |
| All | +25.0% | +8.3% | +16.7% | +29.1% |
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