+6.4%
WEST vs VT
+60.6%
-54.2%
-74.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.4% | +1.7% | +7.7% | +8.3% |
| 7D | +7.1% | -0.3% | +7.4% | +7.4% |
| 30D | +26.0% | -1.4% | +27.5% | +27.2% |
| 3M | +29.8% | -1.4% | +31.2% | +31.0% |
| 6M | +80.5% | +5.5% | +75.0% | +73.3% |
| YTD | +154.5% | +12.8% | +141.7% | +134.0% |
| 1Y | +146.7% | +15.4% | +131.2% | +122.9% |
| 3Y | +23.2% | +76.9% | -53.7% | -7.4% |
| 5Y | +6.4% | +60.4% | -54.0% | -20.8% |
| All | +6.4% | +60.6% | -54.2% | -20.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling