+77.4%
VTI vs WST
-15.5%
+92.9%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.7% | +0.1% | -0.5% |
| 7D | +0.6% | -0.3% | +0.9% | +0.7% |
| 30D | -1.1% | -4.6% | +3.5% | -0.7% |
| 3M | +3.9% | +5.7% | -1.8% | +3.3% |
| 6M | +14.6% | +37.6% | -22.9% | +11.3% |
| YTD | +13.3% | +23.0% | -9.7% | +10.9% |
| 1Y | +19.2% | +33.8% | -14.7% | +15.7% |
| 3Y | +77.4% | -13.4% | +90.7% | +77.7% |
| All | +77.4% | -15.5% | +92.9% | +77.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling