+810.9%
VOO vs WEC
+603.0%
+207.9%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.9% | -1.3% | -0.7% |
| 7D | +2.6% | +2.3% | +0.2% | +1.8% |
| 30D | -2.0% | +11.1% | -13.1% | -5.6% |
| 3M | -2.8% | +8.4% | -11.2% | -5.6% |
| 6M | +2.2% | +7.5% | -5.3% | -0.8% |
| YTD | +11.5% | +15.3% | -3.8% | +5.3% |
| 1Y | +13.5% | +9.7% | +3.8% | +9.1% |
| 3Y | +78.1% | +64.7% | +13.4% | +45.2% |
| 5Y | +73.1% | +57.3% | +15.9% | +42.1% |
| 10Y | +310.7% | +195.9% | +114.9% | +152.4% |
| All | +810.9% | +603.0% | +207.9% | +191.9% |
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