+67.1%
VZ vs WEC
+182.1%
-115.0%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.2% | -0.3% | -0.2% |
| 7D | +5.6% | +3.2% | +2.4% | +4.3% |
| 30D | +1.9% | +14.7% | -12.8% | -3.5% |
| 3M | +0.8% | +10.2% | -9.5% | -3.2% |
| 6M | +0.6% | +4.5% | -3.9% | -1.3% |
| YTD | +20.8% | +15.1% | +5.7% | +14.0% |
| 1Y | +23.9% | +9.4% | +14.5% | +19.3% |
| 3Y | +55.7% | +56.9% | -1.2% | +30.3% |
| 5Y | +21.5% | +54.4% | -32.9% | +1.7% |
| All | +67.1% | +182.1% | -115.0% | +10.1% |
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