-34.9%
VST vs WEC
+9.7%
-44.5%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.8% | +2.3% | -16.2% | -14.1% |
| 7D | -15.7% | +6.9% | -22.6% | -17.1% |
| 30D | -17.0% | +16.6% | -33.6% | -21.5% |
| 3M | -15.9% | +9.1% | -24.9% | -18.3% |
| 6M | -25.0% | +3.2% | -28.2% | -25.6% |
| YTD | -25.1% | +14.9% | -40.0% | -30.6% |
| 1Y | -34.9% | +9.2% | -44.0% | -36.7% |
| All | -34.9% | +9.7% | -44.5% | -36.7% |
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