-51.4%
VG vs WEC
+29.6%
-81.0%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +0.2% | -4.2% | -4.0% |
| 7D | -22.0% | +3.2% | -25.2% | -21.5% |
| 30D | -14.7% | +14.7% | -29.4% | -12.7% |
| 3M | -7.1% | +10.2% | -17.3% | -5.4% |
| 6M | -11.2% | +4.5% | -15.6% | -10.2% |
| YTD | +69.8% | +15.1% | +54.7% | +70.4% |
| 1Y | +49.9% | +9.4% | +40.5% | +49.7% |
| All | -51.4% | +29.6% | -81.0% | -45.9% |
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 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