+30.9%
VCIT vs WEC
+189.6%
-158.7%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.1% | -0.5% | -0.7% |
| 7D | +0.1% | +1.4% | -1.3% | 0.0% |
| 30D | +1.1% | +12.8% | -11.7% | +0.1% |
| 3M | -1.4% | +11.2% | -12.6% | -2.2% |
| 6M | -2.3% | +6.6% | -8.9% | -2.9% |
| YTD | -1.8% | +13.8% | -15.6% | -2.9% |
| 1Y | -1.0% | +7.6% | -8.6% | -1.7% |
| 3Y | +19.3% | +62.2% | -43.0% | +14.4% |
| 5Y | +3.8% | +52.0% | -48.2% | -0.1% |
| All | +30.9% | +189.6% | -158.7% | +18.7% |
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 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