+1,784.1%
WST vs VEU
+192.1%
+1,592.0%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.5% | -1.3% | -1.1% |
| 7D | +0.7% | +1.1% | -0.4% | 0.0% |
| 30D | -3.1% | +2.2% | -5.3% | -4.5% |
| 3M | +7.2% | +3.0% | +4.2% | +4.9% |
| 6M | +36.8% | +10.9% | +26.0% | +27.4% |
| YTD | +23.8% | +18.2% | +5.7% | +10.7% |
| 1Y | +37.8% | +28.3% | +9.5% | +17.0% |
| 3Y | -15.9% | +74.6% | -90.5% | -41.5% |
| 5Y | -25.8% | +56.4% | -82.2% | -44.7% |
| 10Y | +319.6% | +153.0% | +166.6% | +131.3% |
| All | +1,784.1% | +192.1% | +1,592.0% | +758.0% |
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