+1,155.8%
VUG vs WEC
+1,312.8%
-157.0%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -2.1% | +3.0% | +1.7% |
| 7D | -3.4% | -0.2% | -3.2% | -3.4% |
| 30D | -11.1% | +12.3% | -23.4% | -15.3% |
| 3M | -7.2% | +8.3% | -15.5% | -10.5% |
| 6M | -4.1% | +3.5% | -7.6% | -6.1% |
| YTD | +1.4% | +12.7% | -11.3% | -4.5% |
| 1Y | +1.9% | +8.2% | -6.3% | -2.4% |
| 3Y | +77.7% | +55.9% | +21.9% | +42.3% |
| 5Y | +57.6% | +51.2% | +6.4% | +25.6% |
| 10Y | +398.6% | +177.6% | +221.0% | +170.2% |
| All | +1,155.8% | +1,312.8% | -157.0% | +143.7% |
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 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