+897.3%
VST vs WEC
+185.1%
+712.3%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.2% | +0.2% | -6.3% | -6.2% |
| 7D | -19.9% | +3.2% | -23.1% | -21.0% |
| 30D | -29.7% | +14.7% | -44.3% | -33.4% |
| 3M | -19.6% | +10.2% | -29.8% | -22.8% |
| 6M | -29.4% | +4.5% | -33.9% | -31.0% |
| YTD | -29.7% | +15.1% | -44.8% | -33.7% |
| 1Y | -40.0% | +9.4% | -49.4% | -42.4% |
| 3Y | +231.0% | +56.9% | +174.1% | +170.4% |
| 5Y | +500.1% | +54.4% | +445.6% | +391.4% |
| 10Y | +1,004.2% | +183.5% | +820.7% | +677.1% |
| All | +897.3% | +185.1% | +712.3% | +598.6% |
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