+947.7%
VTI vs WST
+8,275.6%
-7,327.9%
-55.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.1% | +1.2% | +1.2% |
| 7D | -0.7% | +1.1% | -1.8% | -1.0% |
| 30D | -1.9% | +12.4% | -14.3% | -5.3% |
| 3M | -1.4% | +17.6% | -19.0% | -6.2% |
| 6M | +3.5% | +28.3% | -24.8% | -4.4% |
| YTD | +12.6% | +50.5% | -37.9% | -1.7% |
| 1Y | +12.7% | +49.4% | -36.6% | -1.5% |
| 3Y | +78.8% | +21.9% | +56.9% | +52.1% |
| 5Y | +67.2% | +0.4% | +66.8% | +47.5% |
| 10Y | +293.9% | +451.5% | -157.6% | +78.1% |
| All | +947.7% | +8,275.6% | -7,327.9% | +94.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling