+827.8%
VOO vs WEC
+528.2%
+299.6%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.7% | +0.3% | -0.1% |
| 7D | +0.1% | -0.3% | +0.4% | +0.2% |
| 30D | +0.1% | -1.3% | +1.3% | +0.4% |
| 3M | +2.0% | -3.9% | +5.9% | +3.2% |
| 6M | +13.0% | -8.3% | +21.3% | +16.0% |
| YTD | +13.6% | +3.1% | +10.5% | +11.7% |
| 1Y | +20.1% | +1.9% | +18.1% | +18.3% |
| 3Y | +77.6% | +41.9% | +35.6% | +52.6% |
| 5Y | +82.4% | +30.8% | +51.7% | +60.1% |
| 10Y | +316.8% | +141.9% | +174.9% | +176.8% |
| All | +827.8% | +528.2% | +299.6% | +209.6% |
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