+56.4%
V vs WEC
+42.1%
+14.3%
-20.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.7% | -0.3% | -0.8% |
| 7D | -1.7% | -0.3% | -1.4% | -1.7% |
| 30D | +2.0% | -1.3% | +3.3% | +2.2% |
| 3M | +17.4% | -3.9% | +21.3% | +18.4% |
| 6M | +17.5% | -8.3% | +25.8% | +19.6% |
| YTD | +7.6% | +3.1% | +4.5% | +6.2% |
| 1Y | +7.7% | +1.9% | +5.8% | +6.5% |
| All | +56.4% | +42.1% | +14.3% | +45.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling