+55.1%
VEA vs WST
+1.6%
+53.5%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.1% | -0.6% | -0.7% |
| 7D | 0.0% | +1.4% | -1.4% | -0.2% |
| 30D | -1.4% | +12.7% | -14.1% | -2.9% |
| 3M | -4.1% | +17.2% | -21.3% | -6.1% |
| 6M | -1.3% | +26.7% | -28.0% | -4.5% |
| YTD | +12.1% | +50.3% | -38.2% | +5.7% |
| 1Y | +16.1% | +50.2% | -34.2% | +9.4% |
| 3Y | +73.0% | +21.7% | +51.3% | +60.8% |
| 5Y | +55.1% | +2.0% | +53.1% | +43.6% |
| All | +55.1% | +1.6% | +53.5% | +43.6% |
Cumulative growth
Daily Returns
Daily percentage return beside WST.
Daily Out/Under-Performance
Portfolio return minus WST return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WST 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 WST 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