+142.1%
WEC vs VOO
+321.7%
-179.6%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.6% | -0.2% | -0.5% |
| 7D | -1.3% | -2.0% | +0.7% | -0.4% |
| 30D | -0.4% | -1.7% | +1.3% | +0.3% |
| 3M | -6.8% | +4.7% | -11.5% | -8.8% |
| 6M | -6.4% | +12.6% | -18.9% | -11.6% |
| YTD | +2.5% | +11.8% | -9.3% | -3.0% |
| 1Y | -0.4% | +17.5% | -17.9% | -8.1% |
| 3Y | +38.5% | +77.0% | -38.5% | +2.3% |
| 5Y | +31.7% | +82.6% | -50.9% | -5.9% |
| All | +142.1% | +321.7% | -179.6% | +7.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 10y: compounded portfolio wealth divided by compounded VOO 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…
10y analysis · Full analysis span regression · 6 months rolling