+65.1%
WEC vs VLTO
+55.4%
+9.7%
-14.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.1% | +1.1% | +0.2% |
| 7D | -0.7% | +0.8% | -1.5% | -0.8% |
| 30D | +11.0% | +18.7% | -7.7% | +8.4% |
| 3M | +8.6% | +21.7% | -13.1% | +5.8% |
| 6M | +6.2% | +35.8% | -29.7% | +1.9% |
| YTD | +14.3% | +18.3% | -4.0% | +11.6% |
| 1Y | +8.4% | +20.9% | -12.5% | +5.3% |
| 3Y | +62.9% | +68.8% | -6.0% | +55.3% |
| All | +65.1% | +55.4% | +9.7% | +58.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VLTO.
Daily Out/Under-Performance
Portfolio return minus VLTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLTO 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 VLTO 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