+31.7%
WEC vs VIG
+63.6%
-31.9%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.8% | +1.8% | +1.5% |
| 7D | +0.8% | -0.4% | +1.2% | +1.0% |
| 30D | +0.3% | -2.1% | +2.4% | +1.4% |
| 3M | -2.9% | +3.3% | -6.3% | -4.6% |
| 6M | -5.9% | +9.3% | -15.2% | -10.4% |
| YTD | +4.1% | +10.1% | -6.0% | -1.3% |
| 1Y | +3.1% | +14.7% | -11.6% | -4.6% |
| 3Y | +40.8% | +56.9% | -16.2% | +6.6% |
| 5Y | +31.7% | +62.9% | -31.2% | -5.1% |
| All | +31.7% | +63.6% | -31.9% | -5.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VIG.
Daily Out/Under-Performance
Portfolio return minus VIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIG 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 VIG 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