+1,250.4%
VUG vs WEC
+1,191.7%
+58.7%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.7% | +0.2% | -0.2% |
| 7D | -0.1% | -0.3% | +0.2% | 0.0% |
| 30D | -0.3% | -1.3% | +1.0% | +0.1% |
| 3M | -0.7% | -3.9% | +3.2% | +0.5% |
| 6M | +14.6% | -8.3% | +22.9% | +18.0% |
| YTD | +9.0% | +3.1% | +6.0% | +6.7% |
| 1Y | +14.9% | +1.9% | +12.9% | +12.7% |
| 3Y | +86.0% | +41.9% | +44.1% | +54.7% |
| 5Y | +76.7% | +30.8% | +45.9% | +50.0% |
| 10Y | +411.3% | +141.9% | +269.4% | +195.5% |
| All | +1,250.4% | +1,191.7% | +58.7% | +172.4% |
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 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