+65.5%
VZ vs WEC
+176.2%
-110.7%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.1% | +1.1% | -0.1% |
| 7D | +2.1% | -0.2% | +2.3% | +2.2% |
| 30D | +1.4% | +12.3% | -10.9% | -3.2% |
| 3M | -1.3% | +8.3% | -9.5% | -4.4% |
| 6M | -0.5% | +3.5% | -4.0% | -2.0% |
| YTD | +19.6% | +12.7% | +6.9% | +13.9% |
| 1Y | +22.4% | +8.2% | +14.2% | +18.4% |
| 3Y | +55.9% | +55.9% | 0.0% | +30.9% |
| 5Y | +20.4% | +51.2% | -30.8% | +1.6% |
| All | +65.5% | +176.2% | -110.7% | +10.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling