+121.0%
VTR vs WEC
+197.9%
-76.9%
-76.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.9% | -1.7% | -1.4% |
| 7D | +0.2% | +2.3% | -2.1% | -1.2% |
| 30D | +5.5% | +11.1% | -5.6% | -0.8% |
| 3M | -0.9% | +8.4% | -9.4% | -5.7% |
| 6M | -0.4% | +7.5% | -7.9% | -4.6% |
| YTD | +17.0% | +15.3% | +1.7% | +7.4% |
| 1Y | +18.0% | +9.7% | +8.2% | +11.4% |
| 3Y | +127.4% | +64.7% | +62.7% | +68.4% |
| 5Y | +92.3% | +57.3% | +35.0% | +45.4% |
| All | +121.0% | +197.9% | -76.9% | +8.6% |
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