+523.2%
VST vs WEC
+54.4%
+468.7%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.2% | +0.2% | -6.3% | -6.2% |
| 7D | -19.9% | +3.2% | -23.1% | -20.7% |
| 30D | -29.7% | +14.7% | -44.3% | -32.8% |
| 3M | -19.6% | +10.2% | -29.8% | -22.2% |
| 6M | -29.4% | +4.5% | -33.9% | -30.6% |
| YTD | -29.7% | +15.1% | -44.8% | -32.9% |
| 1Y | -40.0% | +9.4% | -49.4% | -41.9% |
| 3Y | +231.0% | +56.9% | +174.1% | +175.6% |
| All | +523.2% | +54.4% | +468.7% | +430.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling