+1,466.8%
VTR vs WEC
+2,560.3%
-1,093.5%
-86.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.9% | -1.7% | -1.3% |
| 7D | +0.2% | +2.3% | -2.1% | -1.1% |
| 30D | +5.5% | +11.1% | -5.6% | -0.7% |
| 3M | -0.9% | +8.4% | -9.4% | -5.5% |
| 6M | -0.4% | +7.5% | -7.9% | -4.5% |
| YTD | +17.0% | +15.3% | +1.7% | +7.6% |
| 1Y | +18.0% | +9.7% | +8.2% | +11.5% |
| 3Y | +127.4% | +64.7% | +62.7% | +69.5% |
| 5Y | +92.3% | +57.3% | +35.0% | +46.2% |
| 10Y | +129.6% | +195.9% | -66.3% | +18.6% |
| All | +1,466.8% | +2,560.3% | -1,093.5% | +278.4% |
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