+21.0%
VRT vs WEC
+8.3%
+12.7%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | 0.0% | +1.5% | +1.5% |
| 7D | +18.6% | -0.7% | +19.3% | +18.2% |
| 30D | -11.7% | +11.0% | -22.6% | -9.5% |
| 3M | -27.3% | +8.6% | -35.9% | -25.8% |
| 6M | -42.9% | +6.2% | -49.0% | -42.7% |
| YTD | +29.5% | +14.3% | +15.2% | +32.4% |
| 1Y | +21.0% | +8.4% | +12.7% | +19.9% |
| All | +21.0% | +8.3% | +12.7% | +19.9% |
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 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