+22.7%
VWO vs WEC
+1.8%
+21.0%
-11.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.7% | +1.5% | +0.6% |
| 7D | +1.1% | -0.3% | +1.3% | +1.0% |
| 30D | +2.4% | -1.3% | +3.7% | +2.2% |
| 3M | +2.0% | -3.9% | +5.9% | +1.2% |
| 6M | +10.7% | -8.3% | +19.0% | +10.0% |
| YTD | +14.4% | +3.1% | +11.4% | +14.4% |
| 1Y | +22.7% | +1.9% | +20.8% | +23.2% |
| All | +22.7% | +1.8% | +21.0% | +23.2% |
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