+1,205.2%
VST vs WEC
+178.6%
+1,026.6%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +1.1% | +6.2% | +6.9% |
| 7D | -0.5% | +0.2% | -0.7% | -0.8% |
| 30D | -17.1% | +12.9% | -30.0% | -21.1% |
| 3M | -4.6% | +9.8% | -14.4% | -8.3% |
| 6M | -9.1% | +6.7% | -15.8% | -11.9% |
| YTD | -16.6% | +14.0% | -30.6% | -21.1% |
| 1Y | -29.5% | +7.3% | -36.8% | -31.8% |
| 3Y | +297.5% | +63.8% | +233.7% | +218.1% |
| 5Y | +654.5% | +54.8% | +599.8% | +516.3% |
| 10Y | +1,205.2% | +185.7% | +1,019.5% | +842.3% |
| All | +1,205.2% | +178.6% | +1,026.6% | +842.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling