-9.2%
VRSK vs WST
+47.3%
-56.5%
-30.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.4% | 0.0% | +0.4% |
| 7D | +4.2% | +1.3% | +3.0% | +4.1% |
| 30D | +21.2% | +8.5% | +12.7% | +19.9% |
| 3M | +2.9% | +17.2% | -14.3% | +0.8% |
| 6M | +11.3% | +36.3% | -24.9% | +6.1% |
| YTD | -10.8% | +48.9% | -59.8% | -17.0% |
| 1Y | -9.2% | +42.9% | -52.1% | -15.3% |
| All | -9.2% | +47.3% | -56.5% | -15.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling