+173.5%
WEC vs VT
+215.5%
-42.0%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +0.2% | -2.3% | -2.2% |
| 7D | -0.2% | -2.3% | +2.1% | +0.7% |
| 30D | +12.3% | -5.0% | +17.3% | +14.5% |
| 3M | +8.3% | -4.9% | +13.1% | +10.3% |
| 6M | +3.5% | -1.5% | +5.0% | +3.7% |
| YTD | +12.7% | +8.5% | +4.2% | +8.0% |
| 1Y | +8.2% | +11.4% | -3.2% | +2.4% |
| 3Y | +55.9% | +70.1% | -14.2% | +19.3% |
| 5Y | +51.2% | +53.7% | -2.5% | +20.2% |
| All | +173.5% | +215.5% | -42.0% | +33.6% |
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