+954.4%
VTI vs WEC
+1,917.4%
-963.0%
-55.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.1% | -1.6% | -1.0% |
| 7D | +0.6% | +0.8% | -0.2% | +0.3% |
| 30D | -1.1% | +0.3% | -1.4% | -1.3% |
| 3M | +3.9% | -2.9% | +6.8% | +5.0% |
| 6M | +14.6% | -5.9% | +20.5% | +17.1% |
| YTD | +13.3% | +4.1% | +9.2% | +10.4% |
| 1Y | +19.2% | +3.1% | +16.0% | +16.4% |
| 3Y | +77.4% | +40.8% | +36.6% | +47.5% |
| 5Y | +74.0% | +31.7% | +42.3% | +46.9% |
| 10Y | +294.6% | +141.1% | +153.5% | +127.1% |
| All | +954.4% | +1,917.4% | -963.0% | +77.9% |
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