+21.8%
VZ vs WEC
+56.3%
-34.5%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.9% | -1.3% | -0.8% |
| 7D | +1.5% | +2.3% | -0.9% | +0.4% |
| 30D | +4.4% | +11.1% | -6.7% | -0.7% |
| 3M | -2.4% | +8.4% | -10.8% | -6.2% |
| 6M | +1.4% | +7.5% | -6.1% | -2.2% |
| YTD | +21.4% | +15.3% | +6.1% | +13.3% |
| 1Y | +20.3% | +9.7% | +10.5% | +14.8% |
| 3Y | +57.4% | +64.7% | -7.3% | +25.4% |
| All | +21.8% | +56.3% | -34.5% | -1.3% |
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