+3.3%
VCIT vs WEC
+56.3%
-53.0%
-19.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.2% | 0.0% | +0.2% |
| 7D | +0.5% | +3.2% | -2.8% | +0.1% |
| 30D | +2.1% | +14.7% | -12.6% | +0.5% |
| 3M | -1.6% | +10.2% | -11.8% | -2.7% |
| 6M | -1.6% | +4.5% | -6.1% | -2.2% |
| YTD | -1.5% | +15.1% | -16.6% | -3.3% |
| 1Y | -0.4% | +9.4% | -9.8% | -1.6% |
| 3Y | +19.6% | +56.9% | -37.3% | +12.5% |
| 5Y | +3.3% | +54.4% | -51.2% | -1.9% |
| All | +3.3% | +56.3% | -53.0% | -1.9% |
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 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