+1,740.6%
VRT vs WEC
+130.6%
+1,610.0%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -2.1% | +5.5% | +3.4% |
| 7D | -21.4% | -0.2% | -21.2% | -21.3% |
| 30D | -25.8% | +12.3% | -38.1% | -25.8% |
| 3M | -33.5% | +8.3% | -41.8% | -33.5% |
| 6M | -49.0% | +3.5% | -52.5% | -49.0% |
| YTD | +12.9% | +12.7% | +0.2% | +12.8% |
| 1Y | 0.0% | +8.2% | -8.2% | -0.1% |
| 3Y | +361.8% | +55.9% | +305.9% | +350.2% |
| 5Y | +565.1% | +51.2% | +513.9% | +553.3% |
| All | +1,740.6% | +130.6% | +1,610.0% | +1,554.2% |
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