+297.8%
VTI vs WEC
+146.6%
+151.2%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | 0.0% | +0.8% | +0.8% |
| 7D | -0.9% | -0.6% | -0.3% | -0.7% |
| 30D | -1.4% | -2.6% | +1.2% | -0.7% |
| 3M | +3.6% | -6.0% | +9.6% | +5.3% |
| 6M | +13.6% | -5.4% | +19.0% | +15.1% |
| YTD | +12.9% | +2.5% | +10.4% | +11.5% |
| 1Y | +17.2% | -0.7% | +17.9% | +16.7% |
| 3Y | +75.7% | +38.7% | +37.0% | +55.3% |
| 5Y | +75.4% | +31.7% | +43.8% | +56.5% |
| All | +297.8% | +146.6% | +151.2% | +215.7% |
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