+78.9%
VTV vs WST
+23.3%
+55.6%
-14.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.1% | +1.0% | +1.0% |
| 7D | -0.4% | +1.1% | -1.5% | -0.5% |
| 30D | +3.9% | +12.4% | -8.5% | +3.1% |
| 3M | +2.6% | +17.6% | -15.0% | +1.4% |
| 6M | +11.5% | +28.3% | -16.7% | +9.5% |
| YTD | +22.3% | +50.5% | -28.2% | +18.4% |
| 1Y | +24.5% | +49.4% | -24.9% | +20.6% |
| All | +78.9% | +23.3% | +55.6% | +64.9% |
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