+22.4%
VZ vs WEC
+6.8%
+15.6%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| 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% | -4.1% |
| 3M | -1.3% | +8.3% | -9.5% | -5.0% |
| 6M | -0.5% | +3.5% | -4.0% | -1.8% |
| YTD | +19.6% | +12.7% | +6.9% | +14.9% |
| 1Y | +22.4% | +8.2% | +14.2% | +18.7% |
| All | +22.4% | +6.8% | +15.6% | +18.7% |
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