+1,474.1%
VTR vs WEC
+2,302.2%
-828.2%
-86.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.1% | -1.5% | -1.0% |
| 7D | -2.4% | +0.8% | -3.2% | -2.8% |
| 30D | -3.7% | +0.3% | -4.1% | -4.0% |
| 3M | +13.5% | -2.9% | +16.5% | +15.4% |
| 6M | +7.2% | -5.9% | +13.1% | +10.9% |
| YTD | +17.6% | +4.1% | +13.4% | +14.7% |
| 1Y | +35.4% | +3.1% | +32.3% | +32.6% |
| 3Y | +132.8% | +40.8% | +92.1% | +89.8% |
| 5Y | +88.7% | +31.7% | +57.0% | +58.6% |
| 10Y | +87.6% | +141.1% | -53.5% | +9.0% |
| All | +1,474.1% | +2,302.2% | -828.2% | +303.3% |
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