+327.8%
VWO vs WEC
+1,091.8%
-763.9%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.1% | -1.4% | -0.8% |
| 7D | +0.9% | +0.8% | +0.1% | +0.5% |
| 30D | +1.3% | +0.3% | +0.9% | +1.0% |
| 3M | +5.1% | -2.9% | +8.0% | +6.1% |
| 6M | +12.5% | -5.9% | +18.5% | +15.0% |
| YTD | +14.0% | +4.1% | +9.9% | +10.8% |
| 1Y | +19.7% | +3.1% | +16.6% | +16.6% |
| 3Y | +66.8% | +40.8% | +26.0% | +35.7% |
| 5Y | +36.2% | +31.7% | +4.5% | +11.1% |
| 10Y | +111.0% | +141.1% | -30.1% | -3.9% |
| All | +327.8% | +1,091.8% | -763.9% | -61.0% |
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 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