+377.4%
VT vs WEC
+721.0%
-343.6%
-50.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.7% | +0.7% | +0.3% |
| 7D | +0.4% | -0.3% | +0.7% | +0.6% |
| 30D | +1.0% | -1.3% | +2.3% | +1.5% |
| 3M | +2.4% | -3.9% | +6.3% | +3.8% |
| 6M | +12.0% | -8.3% | +20.3% | +15.6% |
| YTD | +15.3% | +3.1% | +12.3% | +13.0% |
| 1Y | +22.6% | +1.9% | +20.6% | +20.4% |
| 3Y | +74.7% | +41.9% | +32.8% | +44.9% |
| 5Y | +66.1% | +30.8% | +35.4% | +40.6% |
| 10Y | +225.0% | +141.9% | +83.1% | +76.3% |
| All | +377.4% | +721.0% | -343.6% | -22.8% |
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 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