-49.4%
VG vs WEC
+28.1%
-77.5%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.1% | +1.8% | +1.7% |
| 7D | -7.7% | +1.4% | -9.1% | -7.4% |
| 30D | -8.8% | +12.8% | -21.6% | -6.9% |
| 3M | -15.6% | +11.2% | -26.9% | -13.9% |
| 6M | +5.2% | +6.6% | -1.4% | +6.8% |
| YTD | +76.9% | +13.8% | +63.1% | +77.0% |
| 1Y | +42.5% | +7.6% | +34.9% | +41.9% |
| All | -49.4% | +28.1% | -77.5% | -43.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling