+7.2%
VNQ vs WEC
+30.3%
-23.1%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.8% | -0.1% | -0.4% |
| 7D | -2.6% | -1.3% | -1.4% | -1.9% |
| 30D | -2.3% | -0.4% | -2.0% | -2.2% |
| 3M | -2.8% | -6.8% | +4.0% | +0.9% |
| 6M | +2.5% | -6.4% | +8.9% | +6.1% |
| YTD | +8.4% | +2.5% | +6.0% | +6.5% |
| 1Y | +6.8% | -0.4% | +7.2% | +6.4% |
| 3Y | +29.9% | +38.5% | -8.6% | +6.1% |
| 5Y | +7.2% | +31.7% | -24.5% | -9.4% |
| All | +7.2% | +30.3% | -23.1% | -9.4% |
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