+20.3%
WEST vs VT
+69.4%
-49.1%
-66.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -4.1% | +4.2% | +4.6% |
| 7D | +4.3% | -4.2% | +8.5% | +9.2% |
| 30D | +25.7% | -5.8% | +31.5% | +34.1% |
| 3M | +26.6% | -5.2% | +31.9% | +34.0% |
| 6M | +78.2% | +0.1% | +78.0% | +74.7% |
| YTD | +154.8% | +8.2% | +146.6% | +126.8% |
| 1Y | +143.4% | +10.1% | +133.3% | +110.8% |
| All | +20.3% | +69.4% | -49.1% | -36.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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