+172.5%
VEA vs WEC
+800.3%
-627.8%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.1% | -1.5% | -0.9% |
| 7D | +1.9% | +0.8% | +1.0% | +1.5% |
| 30D | +0.8% | +0.3% | +0.4% | +0.5% |
| 3M | +5.7% | -2.9% | +8.6% | +6.7% |
| 6M | +13.3% | -5.9% | +19.2% | +15.7% |
| YTD | +18.4% | +4.1% | +14.2% | +15.5% |
| 1Y | +27.0% | +3.1% | +23.8% | +24.1% |
| 3Y | +79.3% | +40.8% | +38.5% | +49.7% |
| 5Y | +62.1% | +31.7% | +30.4% | +36.9% |
| 10Y | +160.3% | +141.1% | +19.2% | +38.7% |
| All | +172.5% | +800.3% | -627.8% | -57.4% |
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