-13.3%
WEST vs VOO
+80.0%
-93.3%
-74.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.3% | -1.9% | -2.0% |
| 7D | -19.0% | +3.3% | -22.3% | -20.6% |
| 30D | +4.1% | -2.7% | +6.8% | +5.5% |
| 3M | +1.6% | -1.7% | +3.3% | +2.4% |
| 6M | -2.9% | +3.1% | -6.0% | -5.3% |
| YTD | +106.4% | +11.9% | +94.4% | +92.1% |
| 1Y | +114.3% | +12.1% | +102.2% | +98.9% |
| 3Y | +13.0% | +78.6% | -65.6% | -12.0% |
| 5Y | -13.6% | +73.8% | -87.4% | -33.8% |
| All | -13.3% | +80.0% | -93.3% | -33.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 10y: compounded portfolio wealth divided by compounded VOO 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…
10y analysis · Full analysis span regression · 6 months rolling