+112.0%
VSH vs WST
+37.6%
+74.4%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -0.8% | +5.2% | +4.7% |
| 7D | +4.1% | +0.7% | +3.3% | +3.8% |
| 30D | -4.2% | -3.1% | -1.0% | -3.2% |
| 3M | -50.0% | +7.2% | -57.2% | -51.1% |
| 6M | +80.2% | +36.8% | +43.4% | +61.2% |
| YTD | +121.1% | +23.8% | +97.2% | +106.0% |
| 1Y | +112.0% | +37.8% | +74.2% | +87.4% |
| All | +112.0% | +37.6% | +74.4% | +87.4% |
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