+333.6%
WST vs VOO
+321.7%
+11.9%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -0.6% | +2.8% | +2.7% |
| 7D | +0.4% | -2.0% | +2.4% | +2.1% |
| 30D | -2.0% | -1.7% | -0.4% | -0.7% |
| 3M | +4.1% | +4.7% | -0.6% | 0.0% |
| 6M | +47.4% | +12.6% | +34.9% | +33.3% |
| YTD | +25.4% | +11.8% | +13.6% | +14.1% |
| 1Y | +35.3% | +17.5% | +17.8% | +18.1% |
| 3Y | -11.7% | +77.0% | -88.7% | -46.1% |
| 5Y | -24.0% | +82.6% | -106.6% | -54.8% |
| All | +333.6% | +321.7% | +11.9% | +28.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 VOO 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