-2.3%
WEST vs VT
+61.0%
-63.3%
-74.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | 0.0% | -2.4% | -2.4% |
| 7D | -2.0% | -1.6% | -0.4% | -0.9% |
| 30D | +16.3% | -2.5% | +18.8% | +18.2% |
| 3M | +14.5% | -1.3% | +15.8% | +15.3% |
| 6M | +60.5% | +3.1% | +57.4% | +56.4% |
| YTD | +132.7% | +10.9% | +121.7% | +116.2% |
| 1Y | +112.8% | +12.1% | +100.7% | +96.2% |
| 3Y | +12.6% | +73.9% | -61.3% | -14.4% |
| 5Y | -2.8% | +58.0% | -60.7% | -26.9% |
| All | -2.3% | +61.0% | -63.3% | -26.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling