-51.4%
VG vs WEC
+26.9%
-78.3%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -2.1% | +2.2% | -0.3% |
| 7D | -22.0% | -0.2% | -21.9% | -22.0% |
| 30D | -11.6% | +12.3% | -23.9% | -9.9% |
| 3M | -14.9% | +8.3% | -23.1% | -13.6% |
| 6M | -3.5% | +3.5% | -7.0% | -2.6% |
| YTD | +70.0% | +12.7% | +57.3% | +69.8% |
| 1Y | +50.0% | +8.2% | +41.8% | +49.4% |
| All | -51.4% | +26.9% | -78.3% | -46.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling