+54.8%
WEC price history and return analytics
+57.4%
-2.6%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +2.6% | -1.5% | +0.4% |
| 7D | +0.2% | +0.4% | -0.2% | +0.1% |
| 30D | +12.9% | -2.6% | +15.5% | +13.6% |
| 3M | +9.8% | -3.2% | +13.0% | +10.7% |
| 6M | +6.7% | +0.9% | +5.8% | +6.2% |
| YTD | +14.0% | +11.3% | +2.7% | +9.9% |
| 1Y | +7.3% | +14.0% | -6.7% | +2.7% |
| 3Y | +63.8% | +75.8% | -12.1% | +31.6% |
| 5Y | +54.8% | +57.8% | -3.1% | +22.1% |
| All | +54.8% | +57.4% | -2.6% | +22.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling