+139.0%
VRT vs WEC
+3.0%
+136.0%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +1.1% | +2.6% | +3.9% |
| 7D | +13.6% | +0.8% | +12.8% | +13.8% |
| 30D | +6.8% | +0.3% | +6.4% | +6.9% |
| 3M | -3.2% | -2.9% | -0.3% | -4.8% |
| 6M | +20.3% | -5.9% | +26.3% | +18.6% |
| YTD | +79.6% | +4.1% | +75.4% | +81.3% |
| 1Y | +139.0% | +3.1% | +135.9% | +142.3% |
| All | +139.0% | +3.0% | +136.0% | +142.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling