+392.1%
VNQ vs WEC
+1,232.7%
-840.7%
-73.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.1% | -1.2% | -0.8% |
| 7D | -0.4% | +0.8% | -1.2% | -0.9% |
| 30D | -2.5% | +0.3% | -2.9% | -2.9% |
| 3M | +1.4% | -2.9% | +4.3% | +3.3% |
| 6M | +4.6% | -5.9% | +10.5% | +8.6% |
| YTD | +10.5% | +4.1% | +6.4% | +6.8% |
| 1Y | +8.4% | +3.1% | +5.3% | +5.2% |
| 3Y | +32.4% | +40.8% | -8.3% | +1.6% |
| 5Y | +5.5% | +31.7% | -26.2% | -16.5% |
| 10Y | +59.1% | +141.1% | -82.0% | -29.1% |
| All | +392.1% | +1,232.7% | -840.7% | -52.5% |
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