+2,263.1%
VGT vs WEC
+1,205.4%
+1,057.7%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.1% | -1.2% | -0.6% |
| 7D | +1.8% | +0.8% | +1.0% | +1.5% |
| 30D | -0.3% | +0.3% | -0.7% | -0.5% |
| 3M | +3.4% | -2.9% | +6.3% | +4.2% |
| 6M | +35.0% | -5.9% | +40.9% | +37.2% |
| YTD | +28.8% | +4.1% | +24.6% | +25.5% |
| 1Y | +38.0% | +3.1% | +34.9% | +34.6% |
| 3Y | +125.8% | +40.8% | +85.0% | +89.0% |
| 5Y | +134.7% | +31.7% | +103.0% | +99.2% |
| 10Y | +792.6% | +141.1% | +651.5% | +429.8% |
| All | +2,263.1% | +1,205.4% | +1,057.7% | +403.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling