+5.1%
VUG vs WEC
+9.5%
-4.4%
-15.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.9% | -1.8% | -0.7% |
| 7D | +2.5% | +2.3% | +0.2% | +3.2% |
| 30D | -6.3% | +11.1% | -17.3% | -3.4% |
| 3M | -6.0% | +8.4% | -14.5% | -3.9% |
| 6M | -3.5% | +7.5% | -11.0% | -1.6% |
| YTD | +3.9% | +15.3% | -11.4% | +8.7% |
| 1Y | +5.1% | +9.7% | -4.6% | +9.4% |
| All | +5.1% | +9.5% | -4.4% | +9.4% |
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 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