+7.6%
WEC vs VFC
+41.4%
-33.8%
-14.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VFC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.7% | +0.6% | -0.1% |
| 7D | +1.4% | +3.5% | -2.1% | +1.2% |
| 30D | +12.8% | +38.3% | -25.5% | +11.5% |
| 3M | +11.2% | +40.2% | -28.9% | +9.9% |
| 6M | +6.6% | +10.6% | -4.0% | +5.5% |
| YTD | +13.8% | +16.7% | -2.9% | +12.6% |
| 1Y | +7.6% | +45.0% | -37.3% | +6.3% |
| All | +7.6% | +41.4% | -33.8% | +6.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VFC.
Daily Out/Under-Performance
Portfolio return minus VFC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VFC 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 VFC 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