+740.0%
VTV vs WEC
+1,345.6%
-605.6%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.9% | -0.7% | -0.2% |
| 7D | +2.9% | +2.3% | +0.6% | +1.8% |
| 30D | +3.8% | +11.1% | -7.3% | -1.5% |
| 3M | +1.6% | +8.4% | -6.9% | -2.6% |
| 6M | +11.2% | +7.5% | +3.7% | +6.8% |
| YTD | +22.0% | +15.3% | +6.7% | +12.9% |
| 1Y | +24.9% | +9.7% | +15.2% | +18.4% |
| 3Y | +78.5% | +64.7% | +13.8% | +36.1% |
| 5Y | +77.8% | +57.3% | +20.5% | +36.4% |
| 10Y | +231.1% | +195.9% | +35.2% | +64.9% |
| All | +740.0% | +1,345.6% | -605.6% | +40.0% |
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