+72.2%
V vs WEC
+31.0%
+41.2%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.7% | -0.3% | -0.8% |
| 7D | -1.7% | -0.3% | -1.4% | -1.6% |
| 30D | +2.0% | -1.3% | +3.3% | +2.3% |
| 3M | +17.4% | -3.9% | +21.3% | +18.5% |
| 6M | +17.5% | -8.3% | +25.8% | +20.0% |
| YTD | +7.6% | +3.1% | +4.5% | +6.2% |
| 1Y | +7.7% | +1.9% | +5.8% | +6.5% |
| 3Y | +54.7% | +41.9% | +12.7% | +39.7% |
| All | +72.2% | +31.0% | +41.2% | +57.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling