+161.1%
VEA vs WEC
+146.6%
+14.5%
-35.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | 0.0% | +1.1% | +1.1% |
| 7D | -1.5% | -0.6% | -0.9% | -1.3% |
| 30D | -0.8% | -2.6% | +1.8% | -0.2% |
| 3M | +2.5% | -6.0% | +8.5% | +3.8% |
| 6M | +11.1% | -5.4% | +16.6% | +12.3% |
| YTD | +17.2% | +2.5% | +14.7% | +16.0% |
| 1Y | +24.5% | -0.7% | +25.2% | +24.1% |
| 3Y | +75.4% | +38.7% | +36.7% | +59.6% |
| 5Y | +61.1% | +31.7% | +29.4% | +47.5% |
| All | +161.1% | +146.6% | +14.5% | +118.2% |
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