+53.4%
VT vs WEC
+51.2%
+2.2%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -2.1% | +2.3% | +0.6% |
| 7D | -2.3% | -0.2% | -2.1% | -2.3% |
| 30D | -5.0% | +12.3% | -17.3% | -7.1% |
| 3M | -4.9% | +8.3% | -13.1% | -6.4% |
| 6M | -1.5% | +3.5% | -5.0% | -2.4% |
| YTD | +8.5% | +12.7% | -4.2% | +5.3% |
| 1Y | +11.4% | +8.2% | +3.2% | +9.1% |
| 3Y | +70.1% | +55.9% | +14.2% | +50.4% |
| All | +53.4% | +51.2% | +2.2% | +38.0% |
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