+89.7%
VTRS vs WEC
+9.7%
+80.0%
-19.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +2.3% | -0.8% | +1.2% |
| 7D | +2.4% | +6.9% | -4.5% | +1.3% |
| 30D | +9.1% | +16.6% | -7.5% | +6.9% |
| 3M | +9.4% | +9.1% | +0.3% | +8.0% |
| 6M | +28.3% | +3.2% | +25.1% | +27.7% |
| YTD | +58.0% | +14.9% | +43.1% | +52.7% |
| 1Y | +89.7% | +9.2% | +80.5% | +89.3% |
| All | +89.7% | +9.7% | +80.0% | +89.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling