-1.4%
VCIT vs WEC
+9.5%
-10.9%
-4.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.9% | -1.1% | -0.2% |
| 7D | -1.4% | +2.3% | -3.8% | -1.6% |
| 30D | +0.6% | +11.1% | -10.5% | 0.0% |
| 3M | -2.2% | +8.4% | -10.7% | -2.8% |
| 6M | -2.3% | +7.5% | -9.8% | -2.9% |
| YTD | -2.2% | +15.3% | -17.5% | -3.0% |
| 1Y | -1.4% | +9.7% | -11.1% | -1.8% |
| All | -1.4% | +9.5% | -10.9% | -1.8% |
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