+1,181.0%
VUG vs WEC
+1,326.7%
-145.7%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.1% | -0.6% | -0.7% |
| 7D | -1.2% | +1.4% | -2.6% | -1.7% |
| 30D | -8.9% | +12.8% | -21.7% | -13.3% |
| 3M | -5.9% | +11.2% | -17.1% | -10.1% |
| 6M | -3.3% | +6.6% | -9.9% | -6.4% |
| YTD | +3.4% | +13.8% | -10.4% | -3.0% |
| 1Y | +1.9% | +7.6% | -5.7% | -2.2% |
| 3Y | +76.9% | +62.2% | +14.7% | +39.2% |
| 5Y | +63.9% | +52.0% | +11.9% | +30.5% |
| 10Y | +396.2% | +189.4% | +206.8% | +163.3% |
| All | +1,181.0% | +1,326.7% | -145.7% | +147.7% |
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