+197.9%
WEC vs VT
+221.8%
-23.9%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.3% | +1.2% | +1.0% |
| 7D | +2.3% | +2.4% | 0.0% | +1.3% |
| 30D | +11.1% | -1.5% | +12.6% | +11.6% |
| 3M | +8.4% | -4.1% | +12.6% | +10.2% |
| 6M | +7.5% | +0.6% | +6.9% | +6.8% |
| YTD | +15.3% | +11.0% | +4.3% | +9.5% |
| 1Y | +9.7% | +13.3% | -3.6% | +3.2% |
| 3Y | +64.7% | +73.4% | -8.7% | +25.1% |
| 5Y | +57.3% | +57.4% | -0.2% | +23.8% |
| All | +197.9% | +221.8% | -23.9% | +46.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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