+2,186.4%
WST vs VEU
+174.2%
+2,012.2%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.7% | +0.5% | +0.3% |
| 7D | +1.4% | +0.5% | +0.9% | +1.1% |
| 30D | +12.7% | -2.3% | +15.0% | +14.4% |
| 3M | +17.2% | -4.4% | +21.5% | +20.3% |
| 6M | +26.7% | -2.2% | +28.8% | +27.7% |
| YTD | +50.3% | +10.9% | +39.3% | +39.6% |
| 1Y | +50.2% | +13.4% | +36.9% | +37.7% |
| 3Y | +21.7% | +69.7% | -48.0% | -14.0% |
| 5Y | +2.0% | +50.0% | -47.9% | -21.8% |
| 10Y | +451.1% | +145.8% | +305.3% | +209.4% |
| All | +2,186.4% | +174.2% | +2,012.2% | +981.7% |
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