+137.9%
VGT vs WEC
+30.6%
+107.3%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | 0.0% | +1.2% | +1.2% |
| 7D | -0.2% | -0.6% | +0.4% | -0.1% |
| 30D | -0.4% | -2.6% | +2.2% | -0.3% |
| 3M | +4.4% | -6.0% | +10.5% | +4.7% |
| 6M | +32.1% | -5.4% | +37.5% | +32.3% |
| YTD | +28.8% | +2.5% | +26.3% | +27.7% |
| 1Y | +35.3% | -0.7% | +36.1% | +34.6% |
| 3Y | +124.8% | +38.7% | +86.0% | +109.4% |
| All | +137.9% | +30.6% | +107.3% | +126.7% |
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