+37.3%
WEEI vs VT
+58.4%
-21.2%
-18.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | 0.0% | -0.4% | -0.4% |
| 7D | +1.6% | +0.4% | +1.2% | +1.4% |
| 30D | +7.5% | +1.0% | +6.5% | +7.0% |
| 3M | +6.8% | +2.4% | +4.4% | +5.4% |
| 6M | +12.3% | +12.0% | +0.3% | +5.0% |
| YTD | +27.3% | +15.3% | +11.9% | +16.2% |
| 1Y | +33.0% | +22.6% | +10.4% | +15.7% |
| All | +37.3% | +58.4% | -21.2% | -4.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling