+64.4%
VG vs WEC
+8.3%
+56.1%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | 0.0% | +4.7% | +4.7% |
| 7D | +15.1% | -0.7% | +15.8% | +14.9% |
| 30D | -4.2% | +11.0% | -15.2% | -3.0% |
| 3M | -3.1% | +8.6% | -11.7% | -1.9% |
| 6M | +0.3% | +6.2% | -5.8% | +2.1% |
| YTD | +95.5% | +14.3% | +81.2% | +61.4% |
| 1Y | +64.4% | +8.4% | +56.1% | +53.8% |
| All | +64.4% | +8.3% | +56.1% | +53.8% |
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