+109.0%
VSH vs WST
+35.8%
+73.2%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.7% | -0.4% | -0.8% |
| 7D | +6.2% | -0.3% | +6.5% | +6.3% |
| 30D | -11.1% | -4.6% | -6.5% | -9.9% |
| 3M | -44.9% | +5.7% | -50.6% | -45.9% |
| 6M | +90.0% | +37.6% | +52.4% | +69.5% |
| YTD | +118.8% | +23.0% | +95.8% | +104.3% |
| 1Y | +109.0% | +33.8% | +75.1% | +86.6% |
| All | +109.0% | +35.8% | +73.2% | +86.6% |
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 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