+103.8%
VGT vs WEC
+64.2%
+39.6%
-27.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.9% | -2.6% | -1.5% |
| 7D | +2.5% | +2.3% | +0.1% | +3.0% |
| 30D | -9.5% | +11.1% | -20.6% | -7.0% |
| 3M | -9.5% | +8.4% | -17.9% | -7.5% |
| 6M | -1.8% | +7.5% | -9.3% | +0.2% |
| YTD | +18.4% | +15.3% | +3.1% | +22.4% |
| 1Y | +18.7% | +9.7% | +9.0% | +21.8% |
| 3Y | +103.8% | +64.7% | +39.1% | +125.1% |
| All | +103.8% | +64.2% | +39.6% | +125.1% |
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