+52.0%
WEC vs VO
+36.5%
+15.4%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | 0.0% | -0.1% | -0.1% |
| 7D | +1.4% | -0.2% | +1.6% | +1.4% |
| 30D | +12.8% | +0.5% | +12.3% | +12.5% |
| 3M | +11.2% | -1.1% | +12.3% | +11.6% |
| 6M | +6.6% | +6.4% | +0.2% | +4.1% |
| YTD | +13.8% | +13.5% | +0.3% | +8.4% |
| 1Y | +7.6% | +13.6% | -5.9% | +2.4% |
| 3Y | +62.2% | +65.2% | -3.0% | +32.0% |
| 5Y | +52.0% | +37.7% | +14.2% | +25.9% |
| All | +52.0% | +36.5% | +15.4% | +25.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 VO 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