+219.2%
VT vs WEC
+186.5%
+32.7%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.1% | -0.4% | -0.4% |
| 7D | -0.1% | +1.4% | -1.5% | -0.5% |
| 30D | -3.1% | +12.8% | -15.9% | -6.2% |
| 3M | -3.5% | +11.2% | -14.7% | -6.3% |
| 6M | +0.5% | +6.6% | -6.1% | -1.6% |
| YTD | +10.8% | +13.8% | -3.0% | +6.4% |
| 1Y | +11.9% | +7.6% | +4.3% | +9.2% |
| 3Y | +73.0% | +62.2% | +10.8% | +48.3% |
| 5Y | +58.6% | +52.0% | +6.6% | +37.6% |
| 10Y | +219.2% | +189.4% | +29.8% | +149.6% |
| All | +219.2% | +186.5% | +32.7% | +149.6% |
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 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