-32.0%
VST vs WEC
+6.8%
-38.8%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.6% | -2.1% | +12.6% | +10.6% |
| 7D | -9.8% | -0.2% | -9.6% | -10.0% |
| 30D | -25.1% | +12.3% | -37.4% | -28.5% |
| 3M | -11.6% | +8.3% | -19.8% | -14.5% |
| 6M | -20.9% | +3.5% | -24.4% | -22.6% |
| YTD | -22.3% | +12.7% | -35.0% | -27.6% |
| 1Y | -32.0% | +8.2% | -40.2% | -34.4% |
| All | -32.0% | +6.8% | -38.8% | -34.4% |
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