+799.3%
WEC vs VCLT
+98.6%
+700.7%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VCLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.4% | +1.3% | +1.1% |
| 7D | +2.3% | -2.3% | +4.6% | +3.1% |
| 30D | +11.1% | +0.8% | +10.3% | +10.8% |
| 3M | +8.4% | -2.7% | +11.1% | +9.4% |
| 6M | +7.5% | -4.3% | +11.8% | +9.0% |
| YTD | +15.3% | -4.3% | +19.7% | +16.9% |
| 1Y | +9.7% | -4.4% | +14.1% | +11.3% |
| 3Y | +64.7% | +13.8% | +50.9% | +58.0% |
| 5Y | +57.3% | -17.0% | +74.2% | +63.0% |
| 10Y | +195.9% | +20.9% | +175.0% | +188.3% |
| All | +799.3% | +98.6% | +700.7% | +913.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VCLT.
Daily Out/Under-Performance
Portfolio return minus VCLT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VCLT 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 VCLT 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