+57.3%
VUG vs WEC
+51.2%
+6.1%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -2.1% | +3.0% | +1.1% |
| 7D | -3.4% | -0.2% | -3.2% | -3.4% |
| 30D | -11.1% | +12.3% | -23.4% | -12.2% |
| 3M | -7.2% | +8.3% | -15.5% | -8.1% |
| 6M | -4.1% | +3.5% | -7.6% | -4.6% |
| YTD | +1.4% | +12.7% | -11.3% | -0.6% |
| 1Y | +1.9% | +8.2% | -6.3% | +0.6% |
| 3Y | +77.7% | +55.9% | +21.9% | +61.1% |
| All | +57.3% | +51.2% | +6.1% | +47.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling