+336.1%
WST vs VEU
+155.0%
+181.1%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.0% | -0.5% | -0.1% |
| 7D | +1.8% | -1.4% | +3.3% | +2.8% |
| 30D | -1.7% | -0.4% | -1.3% | -1.5% |
| 3M | +4.9% | +2.5% | +2.3% | +2.7% |
| 6M | +45.5% | +11.1% | +34.4% | +33.9% |
| YTD | +26.1% | +16.5% | +9.6% | +12.0% |
| 1Y | +31.7% | +22.9% | +8.8% | +12.5% |
| 3Y | -12.1% | +73.4% | -85.5% | -42.1% |
| 5Y | -23.6% | +56.1% | -79.7% | -46.5% |
| All | +336.1% | +155.0% | +181.1% | +120.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU 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 VEU 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