+66.3%
WEC vs VLTO
+54.1%
+12.2%
-14.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.4% | +0.6% | +0.2% |
| 7D | +3.2% | +12.0% | -8.8% | +1.6% |
| 30D | +14.7% | +20.8% | -6.2% | +11.8% |
| 3M | +10.2% | +20.1% | -9.9% | +7.5% |
| 6M | +4.5% | +32.6% | -28.1% | +0.6% |
| YTD | +15.1% | +17.3% | -2.2% | +12.5% |
| 1Y | +9.4% | +17.3% | -7.9% | +6.9% |
| 3Y | +56.9% | +66.9% | -10.0% | +50.0% |
| All | +66.3% | +54.1% | +12.2% | +59.3% |
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