+348.0%
VT vs WEC
+817.0%
-468.9%
-50.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +0.2% | -4.3% | -4.2% |
| 7D | -4.2% | +3.2% | -7.4% | -5.5% |
| 30D | -5.8% | +14.7% | -20.5% | -11.3% |
| 3M | -5.2% | +10.2% | -15.5% | -9.4% |
| 6M | +0.1% | +4.5% | -4.3% | -2.3% |
| YTD | +8.2% | +15.1% | -6.9% | +0.9% |
| 1Y | +10.1% | +9.4% | +0.7% | +4.9% |
| 3Y | +69.7% | +56.9% | +12.7% | +34.9% |
| 5Y | +53.4% | +54.4% | -1.1% | +20.4% |
| 10Y | +219.2% | +183.5% | +35.7% | +59.8% |
| All | +348.0% | +817.0% | -468.9% | -31.0% |
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 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