+15.4%
VT vs WEC
+9.7%
+5.8%
-9.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +2.3% | -0.6% | +1.8% |
| 7D | -0.3% | +6.9% | -7.2% | +0.1% |
| 30D | -1.4% | +16.6% | -18.0% | -0.7% |
| 3M | -1.4% | +9.1% | -10.4% | -1.0% |
| 6M | +5.5% | +3.2% | +2.3% | +5.7% |
| YTD | +12.8% | +14.9% | -2.1% | +13.4% |
| 1Y | +15.4% | +9.2% | +6.2% | +16.8% |
| All | +15.4% | +9.7% | +5.8% | +16.8% |
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