+21.7%
WST vs VOO
+78.8%
-57.1%
-53.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.3% | +0.2% | +0.1% |
| 7D | +1.4% | -0.6% | +1.9% | +1.8% |
| 30D | +12.7% | -3.6% | +16.4% | +15.3% |
| 3M | +17.2% | -2.7% | +19.9% | +19.1% |
| 6M | +26.7% | +2.2% | +24.4% | +24.4% |
| YTD | +50.3% | +10.9% | +39.4% | +39.8% |
| 1Y | +50.2% | +11.3% | +38.9% | +39.4% |
| 3Y | +21.7% | +76.9% | -55.2% | -29.7% |
| All | +21.7% | +78.8% | -57.1% | -29.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling