+611.0%
VRT vs WEC
+42.4%
+568.6%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -0.7% | +5.1% | +4.0% |
| 7D | +9.1% | -0.3% | +9.4% | +9.0% |
| 30D | +0.9% | -1.3% | +2.2% | +0.2% |
| 3M | -13.4% | -3.9% | -9.5% | -15.0% |
| 6M | +11.7% | -8.3% | +20.0% | +6.8% |
| YTD | +73.2% | +3.1% | +70.2% | +77.6% |
| 1Y | +123.4% | +1.9% | +121.5% | +128.0% |
| All | +611.0% | +42.4% | +568.6% | +823.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling