+938.9%
VTI vs WEC
+2,134.1%
-1,195.2%
-55.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.9% | -1.3% | -0.8% |
| 7D | +2.5% | +2.3% | +0.2% | +1.5% |
| 30D | -1.5% | +11.1% | -12.6% | -6.1% |
| 3M | -3.2% | +8.4% | -11.6% | -6.8% |
| 6M | +2.3% | +7.5% | -5.2% | -1.5% |
| YTD | +11.6% | +15.3% | -3.7% | +3.8% |
| 1Y | +13.8% | +9.7% | +4.0% | +8.1% |
| 3Y | +77.4% | +64.7% | +12.8% | +37.4% |
| 5Y | +64.6% | +57.3% | +7.3% | +27.9% |
| 10Y | +290.6% | +195.9% | +94.7% | +102.8% |
| All | +938.9% | +2,134.1% | -1,195.2% | +67.3% |
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