+5.2%
VUG vs WST
+47.3%
-42.1%
-15.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.4% | +1.1% | +1.5% |
| 7D | -3.0% | +1.3% | -4.3% | -3.1% |
| 30D | -6.4% | +8.5% | -14.9% | -7.2% |
| 3M | -3.2% | +17.2% | -20.4% | -4.8% |
| 6M | +3.1% | +36.3% | -33.2% | -0.5% |
| YTD | +6.3% | +48.9% | -42.6% | +0.5% |
| 1Y | +5.2% | +42.9% | -37.7% | +0.5% |
| All | +5.2% | +47.3% | -42.1% | +0.5% |
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