+2,926.4%
V vs WEC
+778.3%
+2,148.2%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.7% | -0.3% | -0.7% |
| 7D | -1.7% | -0.3% | -1.4% | -1.6% |
| 30D | +2.0% | -1.3% | +3.3% | +2.5% |
| 3M | +17.4% | -3.9% | +21.3% | +19.2% |
| 6M | +17.5% | -8.3% | +25.8% | +21.4% |
| YTD | +7.6% | +3.1% | +4.5% | +5.5% |
| 1Y | +7.7% | +1.9% | +5.8% | +6.0% |
| 3Y | +54.7% | +41.9% | +12.7% | +30.4% |
| 5Y | +73.0% | +30.8% | +42.3% | +48.7% |
| 10Y | +390.9% | +141.9% | +248.9% | +197.6% |
| All | +2,926.4% | +778.3% | +2,148.2% | +649.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling