+82.6%
VOO vs WEC
+30.3%
+52.3%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.8% | +0.2% | -0.4% |
| 7D | -2.0% | -1.3% | -0.7% | -1.7% |
| 30D | -1.7% | -0.4% | -1.3% | -1.6% |
| 3M | +4.7% | -6.8% | +11.5% | +6.2% |
| 6M | +12.6% | -6.4% | +18.9% | +13.8% |
| YTD | +11.8% | +2.5% | +9.3% | +10.5% |
| 1Y | +17.5% | -0.4% | +17.9% | +16.9% |
| 3Y | +77.0% | +38.5% | +38.5% | +59.5% |
| 5Y | +82.6% | +31.7% | +50.9% | +66.2% |
| All | +82.6% | +30.3% | +52.3% | +66.2% |
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