+66.6%
VTV vs WEC
+39.2%
+27.4%
-14.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.8% | +0.1% | -0.5% |
| 7D | -2.1% | -1.3% | -0.8% | -1.7% |
| 30D | -1.3% | -0.4% | -0.9% | -1.3% |
| 3M | +5.6% | -6.8% | +12.4% | +7.5% |
| 6M | +12.4% | -6.4% | +18.8% | +14.2% |
| YTD | +17.6% | +2.5% | +15.2% | +16.4% |
| 1Y | +23.5% | -0.4% | +23.9% | +23.1% |
| All | +66.6% | +39.2% | +27.4% | +50.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling