+33.8%
VWO vs WEC
+30.6%
+3.2%
-30.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | 0.0% | +0.7% | +0.7% |
| 7D | -1.8% | -0.6% | -1.2% | -1.7% |
| 30D | -0.1% | -2.6% | +2.5% | +0.1% |
| 3M | +2.2% | -6.0% | +8.3% | +2.6% |
| 6M | +8.8% | -5.4% | +14.2% | +9.1% |
| YTD | +12.4% | +2.5% | +9.9% | +11.8% |
| 1Y | +15.6% | -0.7% | +16.3% | +15.3% |
| 3Y | +62.5% | +38.7% | +23.8% | +55.5% |
| All | +33.8% | +30.6% | +3.2% | +29.0% |
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