+90.3%
VTR vs WEC
+30.3%
+59.9%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.8% | +1.9% | +1.6% |
| 7D | -1.8% | -1.3% | -0.5% | -1.1% |
| 30D | +4.0% | -0.4% | +4.4% | +4.2% |
| 3M | +7.8% | -6.8% | +14.6% | +12.5% |
| 6M | +6.4% | -6.4% | +12.8% | +10.7% |
| YTD | +18.3% | +2.5% | +15.8% | +16.3% |
| 1Y | +33.9% | -0.4% | +34.3% | +33.8% |
| 3Y | +134.3% | +38.5% | +95.8% | +89.6% |
| 5Y | +90.3% | +31.7% | +58.6% | +54.5% |
| All | +90.3% | +30.3% | +59.9% | +54.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling