+2,723.0%
VRT vs WEC
+110.8%
+2,612.2%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -0.7% | +5.1% | +4.4% |
| 7D | +9.1% | -0.3% | +9.4% | +9.1% |
| 30D | +0.9% | -1.3% | +2.2% | +0.9% |
| 3M | -13.4% | -3.9% | -9.5% | -13.4% |
| 6M | +11.7% | -8.3% | +20.0% | +11.7% |
| YTD | +73.2% | +3.1% | +70.2% | +73.0% |
| 1Y | +123.4% | +1.9% | +121.5% | +123.1% |
| 3Y | +606.2% | +41.9% | +564.2% | +588.6% |
| 5Y | +899.9% | +30.8% | +869.1% | +885.5% |
| All | +2,723.0% | +110.8% | +2,612.2% | +2,437.3% |
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 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