+2,180.9%
WST vs VEU
+174.3%
+2,006.5%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.9% | +0.5% | +0.2% |
| 7D | +4.9% | +2.4% | +2.5% | +3.4% |
| 30D | +10.7% | -2.0% | +12.7% | +12.1% |
| 3M | +16.8% | -5.1% | +22.0% | +20.5% |
| 6M | +32.0% | -0.7% | +32.7% | +31.8% |
| YTD | +49.9% | +11.0% | +38.9% | +39.2% |
| 1Y | +50.6% | +12.4% | +38.3% | +38.8% |
| 3Y | +21.4% | +69.8% | -48.4% | -14.2% |
| 5Y | -0.6% | +48.2% | -48.8% | -23.3% |
| 10Y | +449.4% | +148.1% | +301.3% | +206.7% |
| All | +2,180.9% | +174.3% | +2,006.5% | +978.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling